Business Details
43 Years
experience
Your Trusted Partner for Comprehensive Financial Solutions
McCabe Wealth Management has been dedicated to helping clients achieve their financial goals through personalized strategies since 1983. Our approach centers on understanding each client's unique needs, offering tailored solutions in retirement planning, investment management, and estate conservation. With over 30 years of experience, we combine strategic alliances with attorneys and CPAs to deliver comprehensive financial plans. Our commitment to client-centric service ensures decisions are informed by clear investment methodologies focused on long-term financial security.We specialize in tax-efficient strategies, annuity planning, and legacy preservation, empowering clients to navigate complex financial landscapes with confidence. Our team's expertise spans business retirement plans, asset allocation, and college funding, supported by a philosophy of continuous monitoring and adaptation to changing life circumstances.
Services
Retirement Planning
Investment Management
Tax Planning
Estate Conservation
Annuity Strategies
Details
- Year established: 1983
Highlights and features
- We offer 30+ years of specialized financial planning expertise
- Our team holds strategic alliances with legal and tax professionals
- We implement customized, tax-efficient investment methodologies
- Our client-centric approach prioritizes long-term financial security
- We provide comprehensive estate conservation strategies with legacy focus
Associations and certifications
- Registered Financial Consultant (RFC)
- LPL Financial (Registered Investment Advisor)
Services
Retirement Planning
Our retirement planning service develops personalized strategies to ensure financial security during post-employment years. We analyze current financial status, create tailored income projections, and implement phased implementation plans. The service addresses pension optimization, healthcare cost planning, and sustainable withdrawal strategies to maintain lifestyle continuity throughout retirement.
Investment Management
Investment management focuses on creating diversified portfolios aligned with individual risk tolerance and financial goals. We employ strategic asset allocation, continuous market monitoring, and tax-efficient rebalancing techniques. Our approach emphasizes long-term growth while maintaining appropriate risk levels through regular performance reviews and adjustments.
Estate Conservation
Estate conservation services preserve wealth for future generations through comprehensive will creation, trust establishment, and tax minimization strategies. We coordinate with legal professionals to create powers of attorney, healthcare directives, and beneficiary designations that ensure asset distribution according to client wishes.
Tax Management Analysis
Tax management analysis optimizes financial outcomes through strategic tax planning. We evaluate income streams, investment vehicles, and retirement accounts to minimize tax liabilities. The service includes tax-deferred investment recommendations and coordinated planning with CPAs for maximum tax efficiency.
Annuity Planning
Annuity planning provides guaranteed income streams for retirement security. We evaluate various annuity products to match client needs, focusing on principal protection and tax-deferred growth. Our specialists help select cost-effective options that complement overall retirement income strategies while considering liquidity requirements.
People
Michael G. McCabe
Financial Advisor
With over 30 years of experience, Michael G. McCabe is a Registered Financial Consultant who graduated from the University of Connecticut. He specializes in comprehensive financial planning, focusing on retirement strategies and estate conservation while maintaining strategic alliances with legal and tax professionals.
James M. McCabe
Financial Advisor
James M. McCabe brings four years of financial planning experience, specializing in retirement strategies and investment advisory services. A University of Connecticut graduate with Series 7, 6, 63, and 65 licenses, he focuses on personalized financial plans that address both pre- and post-retirement needs.
Debra Bougor
Director of Client Relations
Debra Bougor has over 30 years of financial services experience, serving as Director of Client Relations since 2005. Her expertise includes client service coordination, compliance administration, and office operations management, ensuring smooth delivery of financial advisory services to clients.
Questions
What financial planning services do you offer?
We offer comprehensive services including retirement planning, investment management, tax strategy, estate conservation, and annuity planning tailored to individual financial goals.
How do you personalize financial plans?
Through detailed consultations assessing financial goals, risk tolerance, and life circumstances, creating customized strategies that evolve with changing needs and market conditions.
What retirement planning options exist?
Options include employer-sponsored plans, individual retirement accounts, annuities, and tax-deferred investments, all coordinated with comprehensive estate planning.
How are investment portfolios managed?
Portfolios receive strategic asset allocation, regular performance reviews, and tax-efficient rebalancing based on individual risk profiles and long-term financial objectives.
What estate planning documents are essential?
Essential documents include wills, powers of attorney, healthcare directives, and trust agreements ensuring proper asset distribution and decision-making authority.
How do tax planning strategies work?
Strategies focus on minimizing tax liabilities through coordinated investment decisions, retirement account management, and income stream optimization with CPA collaboration.
