- Tax PlanningWe are an independent, fee-only financial planning and investment advisory firm that has been helping people invest wisely since 1999. Our mission is to help you better understand your financial situation and improve potential outcomes through comprehensive financial and tax planning.
- Estate Taxes
- Tax ServicesRyan received a bachelor degree from the University of Southern California, where he studied Business Administration, with a concentration in Finance and Accounting. Upon graduating in 2016, Ryan earned his CPA license and joined PwC, where he worked for 3 years, specializing in tax compliance and consulting for high net worth individuals. Ryan joined McCarthy Asset Management in May of 2020. At MAM, Ryan focuses on the financial planning, investment management and tax preparation aspects of the firm.
- Income Tax
- Tax Return Preparation
- Investment Management
- Mutual FundsIn addition, by utilizing a registered investment advisor like MAM, you will have access to some funds that are closed to new investors. Furthermore, as a registered investment advisor working through Schwab Institutional, certain mutual funds that normally can be purchased only by paying a sales load are available without sales loads to MAM clients.
- Bonds
- Accounting Services
- Payroll Services
- Financial PlanningA monthly update we write regarding the investment environment, the performance of the economy, financial planning topics, tax law changes, MAM company projects, etc.
- Retirement Planning
- Long Term CareWe've retained the services of Allen Hamm, a recognized expert in the area of planning for long-term care. He’s the author of the book “How to Plan for Long-Term Care”During this webinar, Allen provides information that will help you understand the options available to you for planning for a potential long-term care need. He’ll explain what the government does and does not cover, and what you can expect from Medicare. Once you understand your options, you’ll be able to choose the most appropriate LTC planning option with a LTC Plan that Allen will create specifically for you.Allen will also discuss a new service he is also offering at no cost to MAM clients. For those approaching the age of Medicare eligibility, Allen will help you understand how Medicare works, when and how to apply for coverage, and whether or not you should own a Medicare Supplement insurance policy, and if so, which Plan.
- Asset ManagementMcCarthy Asset Management, Inc (MAM) provides clients with the peace of mind that comes from knowing professionals are managing their investments. People can focus on the enjoyment of life, rather than spending a lot of time and worry managing their investments. MAM creates and manages customized investment portfolios based on each client’s investment objectives, timeframe and risk tolerance.