Our Approach
The advisors at McCabe Financial Group utilize the most up-to-date financial planning tools to help bring a comprehensive and detailed approach to our financial planning process.
Our process starts with meeting the client to discover their needs, goals and most importantly their risk tolerance. *We use a program called RiskAlyze that allows us to quantify our client’s risk level with a number. We also use a very robust financial planning tool called WealthVision that allows us to construct a personalized portfolio that aligns our client’s risk and financial goals. Both the WealthVision and the RiskAlyze programs also allow us to monitor and adjust client portfolios as market conditions warrant. **
What makes us different from most other Financial Advisors is that we start the process from a risk awareness point of view and build from there.
We find both of these programs extremely helpful in managing the technical and fundamental aspects that are associated with investing our client’s assets in a prudent fashion.
*Your Risk Number provided is on a scale of 1 to 99, with higher numbers indicating higher risk tolerance.
**IMPORTANT: The projections or other information generated by these financial planning tools regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future
results. Results of this tool may vary with each use and over time. No strategy assures success or protects against loss. Investing is subject to risk which may involve loss of principal. Riskalyze and WealthVision are not affiliated with LPL Financial.
However, no amount of financial planning software can substitute the value of the many conversations and face to face meetings we conduct with our clients.
At McCabe Financial Group, we are motivated to educate our clients about financial services so that we can guide the best decisions for their futures. Careful planning leads to financial independence and client confidence in their own goals and objectives. Our team will plan for your long game and be there every step of the way.
We believe in real interaction and are quick to answer the phone, or schedule face-to-face meetings. We want to know you so we can know how best to serve your future ambitions and honor the hard work that brought you to this point.