McCarthy and Cox Retirement and Estate Specialists LLC

Financial planner in Marysville, OH (show on map)

5.0

★★★★★

4 reviews

Fee-based financial planning and wealth management for folks close to or in retirement.

Call (937) 644-0351

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About

McCarthy & Cox embodies small-town, midwestern values and is dedicated to building better tomorrows. They provide fee-based financial planning and wealth management for individuals close to or in retirement, focusing on tax minimization, retirement planning, estate planning, insurance auditing, and comprehensive wealth management strategies.

Fee-based financial planning

Comprehensive wealth management

Tax minimization strategies

Personalized estate planning

Insurance auditing services

Services

Tax Minimization

Strategies to reduce tax liabilities legally and efficiently.

Wealth Management

Comprehensive management of assets to grow and preserve wealth.

Retirement Planning

Strategies to ensure financial security and lifestyle goals in retirement.

Estate Planning

Planning for the efficient transfer of assets and minimizing estate taxes.

Insurance Auditing

Comprehensive review of insurance policies to ensure optimal coverage and cost efficiency.

Reviews

Rating

★★★★★

Reviews

"Great financial planners and staff."

Frequently Asked Questions

What is the difference between tax minimization and tax avoidance? +

Tax minimization involves legally reducing tax liabilities through legitimate strategies, while tax avoidance refers to exploiting loopholes to evade taxes, which is not endorsed by McCarthy & Cox.

How does McCarthy & Cox ensure the security of client data? +

McCarthy & Cox takes protecting client data and privacy very seriously, adhering to California Consumer Privacy Act (CCPA) guidelines and using secure systems to safeguard personal information.