McCabe Financial

At McCabe Wealth Management, we believe that every individual deserves a personalized approach to their financial planning. Our team, led by Michael G. McCabe, has over 30 years of experience in helping clients achieve their financial goals and dreams. With a clear and concise investment approach, we work closely with our clients to develop a comprehensive plan that meets their unique needs and aspirations.

Our Team

Our team is dedicated to providing exceptional service and guidance to our clients. With a strong foundation of experience and expertise, we strive to build long-lasting relationships with our clients. Our team consists of:

• Michael G. McCabe, RFC, Financial Advisor
• James M. McCabe, Financial Advisor
• Debra Bougor, Director of Client Relations

Our Process

At McCabe Wealth Management, we take a consultative approach to financial planning. We believe that every individual is unique, and every financial plan should reflect that uniqueness. We take the time to listen to our clients, understanding their goals, values, and aspirations. From there, we work together to develop a customized plan that addresses their financial needs and goals.

Our Services

We offer a wide range of financial services to our clients, including:

• Retirement and Estate Planning
• Investment Advisor Services
• Business Retirement and Benefits Plans
• Asset Allocation Strategies
• College Planning
• Life, Disability, and Long-Term Care Insurance

Strategic Alliances

We have developed strategic alliances with attorneys and CPA's to provide our clients with a comprehensive approach to their financial planning. We believe that having a deeper understanding of our clients' financial situations enables us to provide more effective guidance and support.

Annuities

We offer annuities as a valuable tool for our clients. Whether you're looking to supplement your retirement income or provide a guaranteed source of income, annuities can be a powerful tool in your financial planning strategy.

Estate Conservation

We believe that estate conservation is an essential aspect of financial planning. We work with our clients to ensure that their estate is preserved, and their assets are distributed according to their wishes.

Roadmap to Your Retirement Planning

We understand that planning for retirement is a complex and often overwhelming task. That's why we offer a roadmap to your retirement planning, including a questionnaire that helps you get started on your path to financial freedom.

Blogs

We believe that education and information are key to making informed decisions about your financial future. That's why we share our expertise through regular blog posts on a variety of financial topics, including investment strategies, retirement planning, and more.