Retirement Done Right!
We strive to have our clients, their families, and our entire community be able to live fuller, more meaningful, and
purpose-driven lives because of what we do for them.
• EXISTING CLIENTS •
Commentary from Commonwealth's Chief Investment Officer
Brad McMillan is the chief investment officer at Commonwealth Financial Network®, the nation’s largest privately held RIA–independent broker/dealer. He is the primary spokesperson for Commonwealth’s investment divisions. Brad is a frequent commentator on the financial markets, U.S. economic policy, and the global economy as a whole for a range of media, including the Wall Street Journal, CNBC, CNN International, Barron’s, and Bloomberg News.
Brad has worked as a real estate developer, consultant, and lender; as an investment analyst, manager, and consultant; and as a start-up executive. He has started and run several companies and has traveled around the world. In his free time, Brad reads extensively in history, math, and science and plays very bad golf.
This blog is aimed at the general investor, with a special focus on Commonwealth’s financial advisors and their clients.
Find Out the Top 10 Most Common Retirement Questions!
• NEW TO US •
Upcoming Interactive Workshops:
Those who are within five years of retirement or currently retired will likely benefit from our interactive workshops and is encouraged to attend! No products will be discussed.
Upcoming Workshop Dates
- Tuesday, September 18, 2018 | 5:00-8:00 PM | Der Dutchman, Plain City
- Wednesday, September 19, 2018 | 5:00-8:00 PM | Homecoming Restaurant, Bellefontaine
- Tuesday, September 25, 2018 | 5:00-8:00 PM | Der Dutchman, Plain City
Who We Help
At McCarthy & Cox, our goal is to help our clients secure the financial future they desire. We work closely with our clients to develop a financial strategy that takes their unique needs into consideration. We will ensure that your goals are defined, offer you the right financial guidance, and help you navigate the path toward better tomorrows.
You will work directly with our advisors to ensure your financial needs are recognized. Tom McCarthy, Jim Cox, Ryan Mickelson, and Mark Finney are CERTIFIED FINANCIAL PLANNER™ practitioners. As such, they adhere to the comprehensive planning process endorsed by the College of Financial Planning. Considering each client’s financial challenges, our advisors have successfully provided the much-needed solutions for our clients, ensuring they are confident in their plan.