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 helping to preserve your principal. (Guarantees extend to the claims paying ability of the issuer.)
- Mathematical Asset Strategies, a method that will potentially protect your original investment principal, help increase your monthly income, preserve your money and resources, and potentially reduce your taxes.
All written content on this site is for informational purposes only. Opinions expressed herein are solely those of McCartin and Associates and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. Investing involves risk. There is always the potential of losing money when you invest in securities. Asset allocation, diversification and rebalancing do not ensure a profit or help protect against loss in declining markets. All information and ideas should be discussed in detail with your individual advisor prior to implementation. The presence of this website, and the material contained within, shall in no way be construed or interpreted as a solicitation or recommendation for the purchase or sale of any security or investment strategy. In addition, the presence of this website should not be interpreted as a solicitation for Investment Advisory Services to any residents of states where otherwise legally permitted to conduct business. Fee-based financial planning and Investment Advisory Services are offered by Sound Income Strategies, LLC, an SEC Registered Investment Advisory firm. McCartin and Associates and Sound Income Strategies LLC are not associated entities. McCartin and Associates is a franchisee of the Retirement Income Store. The Retirement Income Store and Sound Income Strategies LLC are associated entities. © 2023 Sound Income Strategies