Jim McCarthy, Directional Wealth Management, Interviewed On Business Beat Radio

Guiding your journey to financial well-being. End Quote

(1888PressRelease) February 25, 2015 - Rockaway, NJ - Jim McCarthy, CFP®, ChFC ®, Directional Wealth Management, an independent fee-based financial planner, was recently interviewed on Business Beat Radio, a podcast radio show that highlights business leaders in Northern New Jersey.

With Chris Curran, the founder and producer of the show, Jim discussed his role as a CERTIFIED FINANCIAL PLANNERTM professional and how the practice is geared to help people with their financial planning.

McCarthy explained that wealth management and financial planning are crucial to ensure a good retirement, among many other things.

As McCarthy stated during the interview, "we try and treat each client as part of our family…and we like to try to build lifetime relationships with our clients. I've been practicing for a number of years, and I've experienced the children of my clients' growing up, getting married and graduating college. I've experienced these same clients successfully reach retirement, pay off mortgages, all of those wonderful life events."

For a snippet of the interview, please click here: https://www.dropbox.com/s/y0slgbi5jw65ara/Jim%20Radio%20Interview.mp4?dl=0

while the full interview can be heard here: http://fractalrecording.com/directional-wealth-management-with-jim-mccarthy/

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 , a Member of the Financial Planning Association (FPA) and Owner of Directional Wealth Management, LLC. 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

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.

###

space

Other Related Press Releases