Carey Wealth Management
You need a plan. At Carey Wealth Management we focus on the BIG picture by examining your current situation, identifying and setting goals, and outlining the services we will provide. During this process we can evaluate and address a wide variety of questions including:
What is Your Risk Tolerance?
How Long Will Your Retirement Savings Last?
When Can You Retire?
What If …?
A great Financial Planner is a member of your Team. They keep you on track and help you achieve your goals, especially in times when life can be overwhelming and circumstances change. At Carey Wealth Management we use state of the technology, research, budgeting tools, and cash flow analytics to get you and keep you financially healthy.
We also LISTEN and WELCOME ongoing communication. By measuring your progress together, we can make informed decisions.
WE CARE ABOUT YOUR FUTURE
At Carey Wealth Management we know that “Life Happens While You Are Making Other Plans”. We work hard to make sure all our clients are prepared for the good and bad times. We are proud that we have helped our clients through some big life circumstances – changing jobs, getting married or divorced, inheritance, and questions about what to do for aging parents. Often we are the first call our clients make when facing difficult situations, financial or otherwise.