- Guiding your journey to financial well-being -
Online PR News – 29-June-2015 – Rockaway, NJ – Jim McCarthy, CFP®, ChFC ®, Directional Wealth Management, was recently featured in two New Jersey Money Help articles.
In one article, "If you install a pool, you need more insurance," Jim discussed what other aspects to consider when purchasing a pool, other than insurance and installation costs. "Also, don't forget the fencing and pool safety equipment that maybe required by local safety standard and building codes," said McCarthy.
Please click here to read the article: http://njmoneyhelp.com/2015/06/if-you-install-a-pool-you-need-more-insurance/
In another New Jersey Money Help article, "Can I stop 401(k) savings because of an inheritance"" Jim offered a five-step process for people who are recipients of a large inheritance. He defines ways people can better utilize this money. "Statistically, recipients of 'sudden wealth,' such as a large inheritance or winning a lottery, are twice as likely to file for bankruptcy within five years of that event as compared to the general population," said McCarthy.
Please click here to read the article: http://njmoneyhelp.com/2015/06/can-i-stop-401k-savings-because-of-an-inheritance/
Directional Wealth Management specializes in comprehensive financial planning and wealth management. Additionally, they offer individual and family health insurance, including Medicare supplemental plan and employer group benefits, including health, life and disability.
Jim has been working as a financial professional for two decades. During his career, he has held executive positions in Finance and Accounting for major international organizations. He is a CERTIFIED FINANCIAL PLANNERTM professional and is a Member of both the Financial Planning Association (FPA) and the Financial Services Institute (FSI). Additionally, Jim holds the Chartered Financial Consultant® designation.
Jim has been helping clients build personalized investment programs since 2003. Professionals, corporate executives and affluent families rely on him for comprehensive wealth management services. He believes financial planning is about a person’s values and not just their money. His focus is to help each client live life to the fullest. He does this by capitalizing on the global knowledge he has gained helping other clients and by building quality relationships and an intimate understanding of what matters most to his clients. Jim feels it is important to develop the right plan for each client’s situation by utilizing tools that help manage risk, enhance return and minimize taxes. He shares strategies that assist his clients in overcoming emotional decisions regarding their financial future.
For additional information on Jim, please visit www.profnetconnect.com/jimmccarthy or e-mail: firstname.lastname@example.org.
Directional Wealth Management, LLC and Wall Street Financial Group, Inc. are separate entities. They are independently owned and operated. Only securities and advisory services offered through Wall Street Financial Group, Inc.(WSFG), Registered Investment Advisor. Member FINRA/SIPC.