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McCabe & Associates, Inc.

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McCabe & Associates, Inc.

Overview:

McCabe & Associates, Inc. is a financial planning and investment advisory firm which was founded in 1980. We specialize in providing wealth management services to our individual clients located throughout the United States and also act as retirement plan consultants to small and mid-size corporate clients.

Wealth management consists of both financial planning and investment management. Financial planning requires that we learn all about our clients` financial resources, objectives and risk tolerance. The first step in investment management involves developing a custom-tailored investment program designed to meet your financial objectives. The investment plan is implemented using mutual funds, professional
money management firms, individual equities and/or fixed income securities such as government bonds, corporate bonds and tax-free municipal bonds where appropriate.

Smart solutions to corporate retirement plan issues requires expertise and focus. At
McCabe & Associates, Inc. we have over 100 years of combined experience in the qualified plan industry (see accompanying Associate biographies). For over 22 years we have guided our corporate clients through the complicated and ever changing arena of corporate benefit plans. Retirement Plan consulting is not a sideline business for us -
we are recognized by our clients and peers as one of the premier providers of retirement plan consulting in the Chicagoland area.

Whether it be individual or corporate clients, our commitment to our clients is an enduring one. Our primary goal is to help our clients identify and achieve their financial goals, thereby assuring them peace of mind and enhancing the overall quality of their lives.

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