Rich Mccormack

I help pre-retirees and early retirees who need assistance making their money last in order to secure the retirement lifestyle they envision. By using a combination of comprehensive financial planning and investment management services I help my clients think through difficult financial tradeoffs and come up with solutions that provide peace of mind. If you are looking for someone you can trust to explain complicated financial issues in a clear way and want to delegate your investment program to a financial advisor, you’ve come to the right place. ★ WHAT MAKES ME DIFFERENT I was previously an art director at Money Magazine and Mutual Funds Magazine where I worked for nearly 12 years helping readers better understand personal finance topics. I am adept at making complex financial issues easy to understand, love solving problems, and skilled at keeping people on task to accomplish their goals. As a career changer and father of two teenage boys, I know what it takes to care for a family while simultaneously working toward achieving personal goals. I truly enjoy collaborating with my clients and helping them transition into their vision of a successful retirement. ★ SPECIALTIES • Retirement Planning • Portfolio Management • Approaching Retirement • Late-Career • Retirement Income Planning • Asset Allocation Strategies • Fund Selection • Ongoing investment monitoring • Life Transitions • Sudden Money Situations • Dealing with the loss of a spouse • Dealing with an Inheritance • Dealing with Stock Options • Help with 401(k) and IRAs • College Education Planning • Cash Flow Planning • Coordination with other professionals

A thoughtful guide and partner for your financial life. I believe your finances should support a life filled with meaningful experiences—and the most memorable moments are those we get to share. My work focuses on helping clients bring clarity, intention, and confidence to their financial decisions so they can live in alignment with what matters most. As your advisor, I’m here to help you organize your financial life, understand your options, and navigate each stage with clarity. When questions arise, you don’t have to sort through them alone—our partnership is built around ongoing communication, education, and support. Specialties * Small business owners, Company employees, Real Estate owners, Public Service & government workers. * Pensions, 401(k) plans & stock options, 403(b), 457 plans, Real Estate Investments, Small Business Company Retirement Plans. * Highly motivated savers that are in the Accumulation Phase of building their nest egg and/or family wealth.