Financial Planner Featured in NJ Money Help
Holds Strong Belief Financial Planning Is About VALUES Not Money.
- Newark, NJ (1888PressRelease) December 10, 2014 - Jim McCarthy, CFP®, ChFC ®, McCarthy Wealth Solutions, an independent fee-based financial planner, was recently featured in New Jersey Money Help. McCarthy discussed the differences between a Roth IRA and 401(k). To read the article, please visit http://bit.ly/1CC6ZVu.
McCarthy also talked about the impact of being in different tax brackets as well as the contribution limits of both the Roth IRA and 401(k).
Jim has been working as a financial professional for two decades. During his career, he has held executive positions in Finance and Accounting for major international organizations. He is a Certified Financial Planner™, a Member of the Financial Planning Association (FPA) and Owner of McCarthy Wealth Solutions. Additionally, Jim holds the Chartered Financial Consultant® designation.
Jim has been helping clients build personalized investment programs since 2003. Professionals, corporate executives and affluent families rely on him for comprehensive wealth management services.
He believes financial planning is about a person's values and not just their money. His focus is to help each client live life to the fullest. He does this by capitalizing on the global knowledge he has gained helping other clients and by building quality relationships and an intimate understanding of what matters most to his clients. Jim feels it is important to develop the right plan for each client's situation by utilizing tools that help manage risk, enhance return and minimize taxes. He shares strategies that assist his clients in overcoming emotional decisions regarding their financial future.
For more information on Jim, please visit www.profnetconnect.com/jimmccarthy or e-mail: jmccarthy ( @ ) wsfg dot com dot
McCarthy Wealth Solutions, LLC and Wall Street Financial Group, Inc. are separate entities. They are independently owned and operated. Only securities and advisory services offered through Wall Street Financial Group, Inc.(WSFG), Registered Investment Advisor. Member FINRA/SIPC.
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