Too often financial advisors talk only about money. We believe this ignores the most important part of financial planning - understanding YOU! We have developed a comprehensive way of identifying your resources, communicating your goals, and managing your investments. We call it The McCann Wealth Strategies Process.
The McCann Wealth Strategies Process is a systematic and comprehensive approach to Protect your wealth, Enhance your financial and personal well being, Enjoy your life, and skillfully Transfer your assets when the time comes.
It all begins during your first appointment. We gather information about you and your situation, and together we start to build an overall financial plan that may help you realize your retirement goals. Once we have a plan in place, we then continue to monitor and review your situation to adapt the plan to help overcome any obstacles that may be found in your path.
At McCann Wealth Strategies, Inc., we believe purpose drives good investment decisions. Our special ability is to bring together a multidisciplinary team to create and implement a crystal-clear plan for your financial success. Since 1994, we have been working with clients throughout Pennsylvania and multiple states around the country to help them plan, stay on track, and avoid costly mistakes. We provide an unprecedented level of access and service to our clients through our team of well respected and exclusive professionals throughout the country. With all this support, you can finally devote more of your life to living.
