At McCann Wealth Management, we’re focused on integrating various aspects of your financial life. Our ongoing process of defining your goals, identifying the factors that impact them, and prioritizing the most appropriate solutions and ensures your interests always come first and remain protected. Our relationships are strong because they are built on trust.
Founded on the pillars of comprehensive financial planning, goals-based investing, and personal risk management, McCann Wealth Management integrates a suite of solutions across tax planning, investment management, financial planning, retirement and estate planning, and protection solutions.
McCann & McCann Certified Public Accountants is a separate and distinct entity from McCann Wealth Management. In collaboration with McCann & McCann Certified Public Accountants, we are able to create integrated financial plans, turning inefficiencies into opportunities. Please visit McCann & McCann CPAs to learn more.
Investment management
We offer flexible plans designed to adapt to your changing needs and help grow and protect your wealth over time. Through customized portfolio creation, our portfolios cover various investment objectives to reflect your goals and needs.
retirement planning
It’s never too early, or too late to start saving. We can advise on saving and investing strategies based on your retirement time horizon. Smart investing and withdrawal strategies enable your money to continue growing as it provides the necessary income to last throughout your retirement.
tax planning
Managing potential tax liabilities is an integral part in managing your wealth. Within investment portfolios & all other aspects of your financial life, we place emphasis on tax efficiency to proactively reduce or defer tax burdens.
estate planning
Estate planning is a crucial component of your comprehensive financial plan. Proactive planning can give you increased control, privacy, and security of your legacy. We navigate estate and gift taxes, wills, trusts, and other important concepts so you can carefully and confidently plan your estate.
financial Planning
Managing your finances through ever changing market conditions, trends, tax law, and your evolving goals can be overwhelming. We aim to integrate the various aspects of your financial life to create effective comprehensive financial plans.
protection solutions
Insurance can provide effective strategies for income protection and replacement, wealth transfer, and tax-deferred wealth accumulation. This can provide peace of mind and a safety net for your family to ensure financial goals such as paying off debt or paying for college will still be met.
OUR PROCESS
Step 1: Discovery
The primary objective of the discovery process is to learn about your values, relationships and to help you define your goals. Throughout this process we capture objective data (financial statements, tax returns, legal documents, etc.) and discuss your goals and aspirations. Only after we understand the concrete and intrinsic elements of what makes up your financial world can we begin a thorough analysis.
Step 2: Analysis
Once we have completed the discovery process, we analyze the information and determine where you are today, what planning you have done prior to meeting us, and the objectives, priorities, and expectations you have moving forward. This provides the groundwork to identify missed opportunities and eliminate potential obstacles that could make it difficult to reach your ideal financial destination.
Step 3: The Plan
After thoughtful discussion regarding your priorities and a detailed analysis of your current and future finances, we present our recommendations in an actionable, written plan. Your plan is presented so that both your short-term and long-term objectives are clearly defined and an action plan to set you up for success is understood. The plan, in its entirety, will serve as our shared reference to take actions and implement strategies that will help move you toward your final destination in a prudent and meaningful way.
Step 4: Implementation
After the planning process is complete and we have delivered your financial action plan, we move into our final step: implementation. It is here that our recommendations are put into place and we begin the journey of achieving the goals and aspirations defined in the discovery phase. We monitor your action plan on an ongoing basis and work to uncover new challenges, goals, and solutions as you evolve in both your personal and financial life.