Welcome to our new series where we share the voices of our team and what their OnePoint means to them.
In this What’s Your OnePoint conversation, Sean McCarthy, CFP®, RICP®, ChFC®, Wealth Management Advisor, shares a core belief that guides his work with clients: helping them spend, give, and live up to their capacity.
Many successful families are exceptional savers. They plan carefully and prepare for the future, but often hesitate to enjoy the life they have built. Sean explains how thoughtful planning helps clients understand their true capacity so money becomes a tool for living intentionally today, not a source of hesitation or future regret.
Ascend Beyond Wealth. OnePoint as the Guide.
Investment advisory and financial planning services offered through Bleakley Financial Group, LLC, an SEC registered investment adviser, doing business as OnePoint BFG Wealth Partners (herein referred to as "OnePoint BFG").
The information contained herein is provided for informational and discussion purposes only and is not, and may not be relied on, in any manner, as legal, tax, accounting or regulatory advice nor does this constitute an offer to sell or a solicitation of an offer to buy any securities and may not be used or relied upon in connection with any offer or sale of securities. The information as set forth herein should not be construed or interpreted as OnePoint BFG's guarantee of any particular investment outcome or a guarantee of future investment returns or results.
OnePoint BFG does not offer legal or tax advice. This report is not a substitute for the advice of a qualified attorney or tax professional. You should not take any action based solely on the information provided on this report without seeking legal counsel from a licensed attorney or tax professional in your jurisdiction. No attorney-client relationship is formed by your use of this report.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
OP 26-0045