Integrity can be defined as a strict adherence to ethical or moral standards; honesty. McCormack Financial Planning lives this definition. Whether you seek a one-time review of your current financial situation or a long-term financial plan to reach your goals, we will work with you to clearly understand your current situation, your short-term objectives and your long-range goals. Once we have confirmed a solid and encompassing understanding of what you are seeking, we will work with you to accomplish what you value most.
Our financial plans and services are always independent, transparent, and objective. Your financial records are always available for review and discussion and we are always open to our clients suggestions and requests.
Our fees are based on a percentage of assets under management. We hold ourselves to a high fiduciary standard, and as an independent firm, our investment plans are not compromised by the prospect of commissions or referral fees. This means that we are free to develop the most beneficial plans for you.
At McCormack Financial Planning we pride ourselves on conducting a one-on-one quarterly review with every client to summarize their investment performance, review and renew strategies and plans if necessary. We are always available for questions that may come up or changes that occur.
We are a Registered Investment Advisor Firm, which means we have a fiduciary duty to act in your best interest.