Retirement Planning authority | Investment Management
Retirement Planning · Investment Management · Estate Planning · Tax Optimization
Specialties
Retirement PlanningInvestment ManagementEstate PlanningTax OptimizationFinancial Education
Professional Services
Comprehensive Financial Planning
Professional Timeline
Top Financial Advisor Recognition
Recognized for exceptional client service and financial planning expertise.
Boulevard Wealth Management
Client Satisfaction Award
Awarded for maintaining a 95% client satisfaction rate over three years.
Independent Survey
Financial Literacy Advocate
Led community workshops to enhance financial literacy among local families.
University of St. Thomas Alumni Network
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Expert Q&A
1 answerCommunity questions answered by Brennan McCarthy, CFP®
How to work with clients trying to time the market?
Present data about the risks of market timing and show them the benefits of a long-term approach. Sometimes illustrating historical data on missed gains can be a powerful motivator for clients.