Financial Planner Interviewed On State-Wide Radio

Guiding your journey to financial well-being. End Quote

(1888PressRelease) January 30, 2016 - Rockaway, NJ - Jim McCarthy, CFP®, ChFC ®, Directional Wealth Management, was recently interviewed on 'Jersey Central,' WCTC AM radio's premier morning show, by award-winning personality Bert Baron.

Boomers are retiring and many of them are business owners. According to PewResearch.org there are 10,000 Baby Boomers retiring every day until 2030. Of those, KPMG Family Business Survey states, "Two thirds of Boomer business owners plan on passing their businesses to family members. One third of business owners are exit or succession ready. Additionally, 20% of CEOs are 65+ and 41% of CEOs do not have a retirement plan."

These are not inconsequential findings. They shine an unrelenting beam on an inconvenient truth - without a plan or proper knowledge of how to successfully pass a business to the next generation - an enormous segment of this country's economy will be impacted for decades to come.

On the show, McCarthy discussed the in's and out's of passing a business to the next generation. Considerable time was spent outlining the options of selling the business to a family member or to someone from the outside.

The entire interview can be heard here; https://youtu.be/CIFq4WF2Y7w

Directional Wealth Management specializes in comprehensive financial planning and wealth management. Additionally, they offer individual and family health insurance, including Medicare supplemental plan and employer group benefits, including health, life and disability.

Jim has been working as a financial professional for over 20 years. He is a CERTIFIED FINANCIAL PLANNERTM professional and is a Member of both the Financial Planning Association (FPA) and the Financial Services Institute (FSI). 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.

Jim was recognized as a Five Star Wealth Manager in New Jersey. Click here for an overview of Jim's appearances in print and broadcast media.

For more information or to schedule an interview with Jim McCarthy, contact Amy Delman of Amy Delman Public Relations, LLC, at 201.563.4614 or amydelmanpr ( @ ) verizon dot net dot

Directional Wealth Management, 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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