Mccormickfinancialadvisor.com Website Review

I am an experienced financial advisor who has provided portfolio guidance and brokerage services to individuals for over 21 years.  I work with my clients to understand their individual investment, insurance, and financial planning needs.  I take the time to educate my clients on the choices they need to make, the alternatives available to them, and the individualized portfolios that As an independent and experienced professional, I offer mutual funds and insurance products to individuals from a wide range of companies.  Since I do not represent any one company exclusively, my research and recommendations are not limited to a short list of company- approved fund choices or a one-size-fits-all model portfolio. I have clients with whom I have worked with for more than a decade.  My clients value the relationship that we establish and my attentiveness to their needs.  They have remained with me as I moved from positions in a large firm to my own independent practice, where I have more choices and greater flexibility to offer them as I work with their accounts.   If you are looking for someone to work with you to develop a plan for your financial goals, I will provide you with a complementary an*lysis                                                           Some strategies to help fixed-income portfolios weather a period of interest rate uncertainty. Cash balance plans can be a powerful tool for employee recruitment and retention, plus they have generous contribution limits that increase Indexed annuities offer potential for gain when the market is rising while helping to protect principal during a downturn. But they are not The relationship between oil prices and GDP growth has become more complicated in recent years due to the expanded U.S. presence in the Estimate the future cost of an item based on today’s prices and the rate of inflation you expect. This Cash Flow An*lysis form will help you weigh your income vs. your expenses.