For more than 30 years John McCartin has been dedicated to assisting San Diego residents resolve the financial issues that arise with retirement. John specializes in Retirement Income Planning and his goal is to help provide financial strategies that will bring improved financial confidence and may bring a new level of comfort to retiring.
Many people who have sought John’s counsel have learned how to lower their tax bills, potentially help eliminate taxes on Social Security benefits, and help increase their fixed monthly income. He has directed many professionals including government employees, teachers, physicians, and business executives who are retired or approaching retirement.
John has earned Top of The Table status with the Million Dollar Round Table putting him in the top 10% of advisors nationwide. He is a member of the distinguished Forbes Magazine Advisory Panel and is also a member of the National Ethics Bureau.
John has offered sales seminars throughout California on a wide variety of financial topics. As a proud resident of San Diego for more than 50 years, he is focused is on improving the financial situation of local retirees. His specialty is teaching retirees how to help preserve their principal and carefully organize their investments.
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