Financial Planner Quoted In MoneyRates.com
Guiding your journey to financial well-being.
- (1888PressRelease) August 22, 2015 - Rockaway, NJ - Jim McCarthy, CFP®, ChFC ®, Directional Wealth Management, was recently quoted in an article on MoneyRates.com. In the piece, "4 financial mistakes our parents make - and how to avoid them," Jim identifies impulse buying as a "bad habit that too many children inherit from their parents". To avoid becoming a victim of this he suggests individuals create a budget and stick to it, that way one knows exactly where his money is going. Jim reflects on the idea that people who do not follow a budget "see something, like it, and buy it".
Please click here to read the article: http://www.money-rates.com/personal-finance/4-financial-mistakes-parents-make.html
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 two decades. During his career, he has held executive positions in Finance and Accounting for major international organizations. 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.
For more information on Jim, please click here or e-mail: jmccarthy ( @ ) wsfg dot com 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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