Building Your Wealth Bridge
If your CPA, attorney, advisor, and insurance professional aren’t talking to each other, you don’t have a plan. You have a collection of opinions.
We fix that, and here's why:
💬 𝐖𝐡𝐚𝐭 We 𝐎𝐟𝐭𝐞𝐧 𝐇𝐞𝐚𝐫 𝐅𝐫𝐨𝐦 𝐭𝐡𝐞 𝐖𝐞𝐚𝐥𝐭𝐡𝐲
“My advisor never talks about taxes, estate planning, or insurance.”
“I’m worried my kids won’t be able to handle this wealth.”
“My advisor doesn’t coordinate with my accountant or attorney.”
“We only discuss investments, but never my business or bigger goals.”
🔍 𝐖𝐡𝐲 𝐓𝐡𝐚𝐭’𝐬 𝐚 𝐏𝐫𝐨𝐛𝐥𝐞𝐦
Each statement reflects a service gap that leaves affluent families exposed.
The more wealth you have, the more you need advanced tax strategies, creative estate planning, and protective measures (insurance, cybersecurity) that work together, not in silos.
🌉 𝐎𝐮𝐫 𝐒𝐨𝐥𝐮𝐭𝐢𝐨𝐧: 𝐓𝐡𝐞 𝐏𝐥𝐚𝐧𝐤-𝐁𝐲-𝐏𝐥𝐚𝐧𝐤 𝐏𝐫𝐨𝐜𝐞𝐬𝐬™
Since 1980, McCabe & Associates, Inc. has studied the specific needs of 500+ wealthy families and developed a coordinated framework we call the Plank-by-Plank Process™.
This approach blends technology, experience, and collaboration to give families one clear benefit:
➡️ Confidence that McCabe can be their first phone call on any financial matter.
We help families simplify complex decisions so they can focus on what truly matters: their legacy and financial security. Our experience across 500+ families has shown that coordinated planning adds measurable confidence and clarity at every stage.
➡️ 𝗥𝗲𝗮𝗱𝘆 𝗳𝗼𝗿 𝗖𝗼𝗼𝗿𝗱𝗶𝗻𝗮𝘁𝗲𝗱 𝗣𝗹𝗮𝗻𝗻𝗶𝗻𝗴?
If you’re a widow, business owner, or multi-generational family seeking coordinated planning, visit our website at tcmccabe.com.
McCabe & Associates, Inc
9480 Enterprise Dr., Suite 1
Mokena, Illinois 60448-8690
708-479-7755
708-479-7766 Fax
For more information on our services, please visit our website at www.tcmccabe.com.
To enjoy more of our content for business owners, widows, & HNW families you can find us on the following platforms:
https://www.youtube.com/@McCabeandAssociates
https://www.facebook.com/mccabeandassociates/
https://www.linkedin.com/company/mccabe-&-associates/posts/?feedView=all
Registered Representative of and securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory Services offered through AdvisorNet Wealth Partners, a Registered Investment Adviser. Cetera Wealth Services, LLC, AdvisorNet, and McCabe & Associates are not affiliated companies.”
Building Your Wealth Bridge
A Newer, Faster, Less Expensive Way to Your Estate Plan
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In episode 8 of the “Building Your Wealth Bridge” podcast, George C. McCabe, CPA, Financial Advisor, sits down with Becky Thompson and David Haughton from “Wealth.com” to discuss the importance of estate planning, the “Wealth.com” platform and the technology solutions they offer to help clients navigate the process and feel confident in their estate plan. Below are a few of the topics they dive into:
· Common reasons why people may not have an official estate plan in place
· The advantages of having your financial advisor involved in your estate planning
· How “Wealth.com” strives to make estate planning more accessible, comprehensible and less of a burden
As always, please send our team any questions or topics you’d like us to cover in the future.
We hope this finds you well.
Becky Thompson and David Haughton are not affiliated or registered with Cetera Wealth Services, LLC. Any information provided by Becky or David is in no way related to Cetera Wealth Services, LLC or its registered representatives. GEORGE MCCABE offers Securities through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory Services offered through AdvisorNet Wealth Partners a registered investment adviser. Cetera is under separate ownership from any other named entity.
Cetera Wealth Services, LLC exclusively provides investment products and services through its representatives. Although Cetera does not provide tax or legal advice, or supervise tax, account or legal services, Cetera representatives may offer these services through their independent outside business. This information is not intended as tax or legal advice.