Our Purpose
Our firm’s purpose is to help people reach their financial goals in a low pressure counselor capacity. This approach reduces stress and helps enrich the lives of our clients and their families. By helping one family at a time reach their goals in this way, we believe we are making our community, and as a result, our world, a better place.
Key Differentiators
Personal Plan
Planning always starts with a discovery process of what’s important to you, but also includes my responsibility to highlight risks which may need to be addressed. This results in a personalized, tailored financial plan. We’ll get to know each other, as we meet on a regular basis to review and revise your plan.
Unique expertise of both the investment and insurance industry
So often investment management professionals don’t understand insurance products, their pros and cons. At the same time, most insurance professionals don’t understand investment management. I understand both and how they compliment each other.
Client Satisfaction
When clients were surveyed “what is the one thing they valued most about my firm and how we serve them”, all had common responses: integrity, honesty, trust, proactivity, and responsiveness.
I’m not leaving!
I’m a third generation Northwestern Mutual Representative and have lived in Rhode Island my whole life. I’m here for the long haul and I am committed to write a succession plan for my practice.
Let Tim McCahan and his team help ensure your financial future is all you want it to be.
