Income Tax Services
Tax Planning and tax preparation services are offered through the firm Stephen P. McCarthy, CPA®.
Net Worth Analysis
We created the “Net Worth Analysis” to track the accumulation of Invested Assets for pre-retirees and the retention of Invested Assets for retirees.
Retirement Analysis
We designed the “Retirement Analysis” to provide a more detailed analysis of whether a client is on target to retire.
Investment Advisory Services
At MAM we help to ensure investment decisions are made based on your long-term goals and risk tolerance. We take the emotion out of investing
Social Security Planning
We help baby boomers who are closing in on retirement decide when to apply for Social Security. Applying as soon as you are eligible at 62 can be a costly mistake.