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Financial Planning for Savvy Women


Women Get Money Smart

Life is Changing...


And YOUR  future has now become a high priority but you are not sure how your money will support the life you want to live.
At McCain Assoc  we help you simplify the process of planning for your future by providing financial clarity based on your purpose, priorities and ideal lifestyle.

 

 

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We are here to help you move forward with confidence.

You have always been responsible, working hard, raising families, juggling it all and still saving for retirement. But something has changed, creating new financial challenges and making it difficult to move forward.

Whether your suddenly single, married, retiring or simply want to take more control You don’t want to make a potential mistake with your money and struggle with three concerns

Do I have enough to live the life I want?

Will my money last?

How can I feel more confident with the decisions I make?

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Speaking your language and embracing your unique concerns will help us gently guide you through your financial journey:

Clear plan and path for living life by your design with confidence 

Delicately balancing your desire for safety with your need for growth and income 

Where you are encouraged and supported throughout your financial journey. 

Whether you are retiring, lost a spouse, or inheriting wealth you are not done yet, there is more you want to do and accomplish with your life.

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Life by Design Plan:
Clear plan and path for living life by your design

  • Define your Money Purpose
  • Clarify your Lifestyle
  • Review assets and opportunities
  • Design your plan
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Smart Investing Strategy:
Delicately balancing your desire for safety with your need for growth and income

  • Dependable Income
  • Stable Growth
  • Longevity & Legacy
  • Tax Efficiency
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Savvy Women's Program:
Where women get smart about money

  • Monthly Savvy Women's Events
  • Purpose Driven Process
  • Engaging Emails

Ready to Take The Next Step?

For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.

Or give us a call at 888.861.9993