As an independent professional advisor, I offer you a personalized financial strategy, not a generic investment program. Your individual portfolio will be based on your unique situation, your attitudes, preferences and goals. Designed to account for change in the market and in your circumstances, it can work with you and for you at every stage of your life.
My approach to investing is straightforward: I focus on becoming your partner in building the future you desire. As we work together, I'll thoroughly explain the investment strategies I recommend so you'll be comfortable with all aspects of your investment program. Every decision we make will be focused on achieving the results you want. My mission is a kind of Financial Caring, to help you achieve financial independence through professional advice, sound risk management, quality investments, and personal, efficient service.
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Kevin J. McCarthy
First Vice President, Investments
