Financial wellness is your key to peace of mind.

Your investment plan doesn’t have to be overly complex. Properly integrating your investments with your financial plan can help you be worry-free and enjoy life more knowing you’ve pulled together all the important pieces of your financial plan. Gouldin & McCarthy is the resource that empowers you to start planning and get peace of mind.

Are you ready to start planning?

Our online tools will help you build your own investment plan.

Webinars

Our investment webinar series will help you understand the basics.

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Navigating Stock Market Volatility in a Coronavirus World
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Behavioral Finance
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Preparing for Life Events: Things that Happen to You
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Checklists and White Papers

These downloads will help give you some direction and a deeper understanding of investment planning.

See All Checklists and White Papers
Financial Planning
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Pre-Retirement
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Early Accumulator
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Ready Set Retire
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Retirement Savings
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No Regrets Retirement
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Calm Cool and Invested
Download
5 Things to Tide Out a Volatile Stock Market
Download
Weathering Market Downturns
Download

Ready to start planning? Pick your path below.

Build Your Own Plan

For those who want to try doing it themselves, use our tools and start planning.

Start Planning Take a Tour

Get Professional Help

For those who want a professional to build a plan for them, contact us to set up a meeting.

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