Investment Management Services

About

We are a family-owned business. Julie McCarthy Decker and Paul F. McCarthy, III (brother and sister), together with their father, Paul F. McCarthy, have helped numerous people plan a long and successful retirement. We provide full financial planning for your retirement. We review your investments, discuss your income needs, understand your future goals, and put together a plan designed to meet all of your expectations as well as your dreams! We believe that the perfect estate plan, regardless how large or small, is one that meets your needs while you are alive, provides for your spouse after your death, and passes EVERYTHING to your beneficiaries!

Frequently Asked Questions