Alison McCarthy, CFP® RICP®
CERTIFIED FINANCIAL PLANNER (TM) and Retirement Income Certified Professional
Knowledge is power. It’s also the foundation for intelligent, well-considered decisions. When you evaluate your financial options, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can affect your future.
As a financial professional, I am committed to helping people just like you seek out strategies for their financial wellbeing. Once I understand your risk tolerance, time horizon and goals, I’ll work with you to develop a program that carefully balances investment strategies with preserving principal.
The ever changing economic environment brings challenges. But along with the challenges, opportunities may come and potential rewards. I work closely with my clients to evaluate those opportunities. I enjoy helping people build a solid financial foundation for the future.
I invite you to check out all the material on this website. If something prompts a question, please send me a quick email or call my office. I would really enjoy speaking with you.