Services

What's Your Risk Number?

Everyone has a Risk Number whether they know it or not. Your tolerance for market volatility is unique. We use a risk assessment built upon a Nobel Prize-winning framework, and learning your risk number only takes a couple of minutes.

Discover Your Number

How We Work

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

401(k) Rollover Planning

College Education Planning

Estate Planning with Estate Attorney

Financial Planning

Individual 401(k) Management

Inheriting IRA Planning

Inheriting Lump Sum Planning

Large Cash Balance Planning

Life Insurance Planning

Long Term Care Insurance Planning

Retirement Income Planning

Retirement Savings Planning

Wealth Transfer Planning

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

kevin.mccoy@mccoywealth.com | 281-939-9300

Not FDIC Insured		No Bank Guarantee		May Lose Value
Not a Bank Deposit		Not Insured by any Federal Government Agency