McCartin Financial. Maintaining your Safe Nest Egg for a comfortable retirement.
Retire in Style and Comfort
Peace of Mind may come from knowing your retirement assets generate predictable income each and every year, without the risks of the stock market. John McCartin,of McCartin Financial has made a commitment to stay educated and knowledgeable about the solutions to the financial challenges in retirement. John is a strong client advocate and demonstrates a passion for the services he provides by implementing them in a warm, caring and compassionate manner that generates a high degree of client satisfaction.
McCartin Financial is a professional firm designed to assist retirees in helping to protect their assets and standard of living. Rather than offering a wide variety of financial services, we believe we can best respond to our clients’ needs by focusing on a specific range of financial issues and opportunities.
San Diego Magazine has recently chosen McCartin Financial in their February 2011 issue as a Five Star Wealth Manager for a second year in a row.
McCartin Financial specializes exclusively on meeting the financial needs of those age 50 and over.
Our services include:
- Estate Strategies including assistance with living trusts and the possibility of eliminating estate taxes.
- Retirement Strategies explaining methods to invest in or receive money from IRAs, rollovers, and pensions. In some cases, we’ll show you how to make withdrawals tax free.
- Long Term Care Insurance or qualification for Medicaid.
- Income Enhancement with immediate annuities.
- Unique Solutions to Problems such as how to have your investments keep pace with the stock market while having your principal guaranteed. (Guarantees extend to the claims paying ability of the issuer.)
- Mathematical Asset Strategies, a method that will potentially protect your original investment principal, increase your monthly income, make certain you don’t lose any money or resources, and potentially reduce your taxes.
