Providing the services to build your plan and the guidance to build it well

We offer a wide range of dynamic services to help you build a plan for today’s retirement and accomplish a variety of other financial goals. But even more important than the tools we offer is the guidance we provide to help you use those tools well.

Retirement Technology

Tools to help you plan and pursue your short- and long-term goals.

Retirement Planning

Retirement planning is our group’s primary focus, and we offer an uncommon depth of experience and specialized resources for both individuals and businesses.

Financial Planning

Once we’ve helped you develop your distinct, comprehensive retirement plan, we can take a broader look at your goals and create a plan that addresses your overall financial life.

College Planning

If your goals include providing for the future of a child or grandchild, we can help you investigate your many options and develop an education funding strategy.

Multigenerational Legacy Planning

Through Raymond James, we have access to a full range of trust and estate planning services, and we’ll work closely with you and your family to build on your financial legacy.

Strategic Asset Management

We believe that good strategy is the result of a well-conceived plan, so we plan intelligently to help you preserve the wealth you’ve already built while pursuing opportunities for steady growth.

Portfolio Diversification

By determining an appropriate mix of your assets across different investment types, we can help you balance the risks and returns of investing based on your needs and goals.

Tax Planning

At the McCormick Retirement Group, we take a tax-sensitive approach to financial planning and work year-round with you and your other professional advisors – accountants, tax attorneys – to help minimize the impact of taxes.