Financial Planner With Niche Market Profiled In NJBIZ

Top Quote Independent fee-based financial planner, was recently profiled in NJBIZ. End Quote
  • (1888PressRelease) September 19, 2014 - Rockaway, NJ - Jim McCarthy, CFP®, ChFC ®, McCarthy Wealth Solutions, an independent fee-based financial planner, was recently profiled in NJBIZ. His discussion with reporter, Meg Fry, resulted in "Breaking Glass: male perspective of money - Q&A with wealth management specialist Jim McCarthy."

    The majority of Jim McCarthy's clients are single women (single by choice, through divorce or widowed). He utilizes a 'financial fitness for women' coaching approach to help women, especially single women, take care of their financial well being.

    He began using this model in the past decade as his base of female clients grew and he noticed a shift as women gained control of more wealth; yet most planners/advisors still focused more on men and paid more attention to the male when dealing with couples.

    As Jim states, It is imperative for young working women to (1) get educated about personal financial management, (2) always control your own finances (or have active involvement if in a relationship) (3) make a budget, (4) try to follow a Give first, then Save, Spend the rest approach. For older women with families the basic advice above still applies with added emphasis on adequate insurance coverage."

    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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