The centerpiece of our firm’s service is the planning process.

We work closely with clients and their other professional advisors, such as attorneys, accountants and insurance providers, to develop detailed strategies in the critical areas of goals, cash flow, taxes, investments, retirement and estate planning.

At McCartney Wealth Management, we help clients assess their current situation and set personal and financial goals. We help clients develop strategies, identify the first action steps and then implement the plan. We then monitor and refine the clients’ plan on a continuous basis to help clients’ meet new situations as they arise.