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
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
What Does A Cybersecurity Firm Do For Me?
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In the latest episode of the “Building Your Wealth Bridge” podcast, George C. McCabe,
CPA, Financial Advisor, is joined by Tim McCabe (Founder of McCabe & Associates) and Karlee Garcia (Private Client Relationship Manager at Black Cloak) for a practical, real world look at modern cybersecurity planning—especially for retirees and families navigating changing devices, routines, and risk.
Tim shares his firsthand onboarding
experience with Black Cloak, and Karlee breaks down the key defensive tools & strategies and ongoing support members receive, including:
• Privacy & Exposure Review: How Black Cloak helps identify where personal data is
circulating (data broker sites and dark web monitoring) and assists in reducing your
digital footprint to help cut down risk—and even spam calls.
• Home & Travel Security: A walkthrough of home Wi-Fi scanning for vulnerabilities,
device risk defense, and using tools like a VPN to stay more secure on public
networks (airports, hotels, and beyond).
• Everyday Threat Prevention Tools: Simple safeguards for modern habits, including
QR code scanning to detect malicious links and guidance on spam call blockers and
device settings.
• Action Items + White-Glove Concierge Support: Key defensive moves like freezing
credit and ChexSystems, setting up an IRS Identity PIN, using password managers,
and upgrading MFA beyond text messages—plus 24/7 concierge help for incidents, suspicious messages, and proactive monitoring.
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.
Karlee Garcia and Black Cloak are not affiliated or registered with Cetera Wealth Services,
LLC. Any information provided by Karlee Garcia and Black cloak is in no way related to
Cetera Wealth Services, LLC or its registered representatives. George and Tim McCabe are
registered Representatives of Cetera Wealth Services LLC, Member FINRA/SIPC. The
opinions contained in this material are those of the presenters, and not a recommendation
or solicitation to buy or sell investment products.
This information is from sources believed
to be reliable, but Cetera Wealth Services, LLC cannot guarantee or represent that it is accurate or complete. Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory Services offered through Advisornet Wealth Partners, a registered investment advisor. Cetera is under separate ownership from any other named entity. 9480 ENTERPRISE DR STE 1 MOKENA, IL 60448 708-479-7755