Watch for an email next week with details about how to donate!
McCarthy & Cox will match dollar for dollar any donations by our clients through this campaign up to an aggregate of $1,500!
Like many of you, we believe it is extremely important to give back to our community and to do whatever we can to help our neighbors in need. Check out the 2021 Union County United Way campaign videofeaturing our own Megan McCarthy Collins!
What You May Have Missed
Miss our most recent webinar - Savvy Women, Smart Investors?
Our most recent webinar was designed for motivated women who want to ensure they have successfully planned for retirement. This was not a conversation about the stock market, but instead about the life issues that women face that have been known to impact a sound financial plan. Watch the recording here.
Yellow Finch Financial
At McCarthy and Cox, we pride ourselves on being your go-to resource for Retirement and Estate Planning, but we are often asked by our clients if we can help those who are further out from retirement. We set ourselves the goal of creating a company tailored to those clients with different needs; a company with services we could proudly provide to that segment of our community.
The result was Yellow Finch Financial: a new venture where our mission is to be a trusted and valued resource that enables and empowers our members to make the best decision at any stage of their lives by leveraging our education and guidance.