Digital Introduction
Episode #1 - Meet Jim and the Team
In this episode, you'll get to know who Jim McGovern is, his background and the team overview.
Episode #2 - Our Process for ages 25-50
Learn what can you expect a first meeting to be like. Get an overview of our philosophy and process for people in the Wealth Accumulation Phase
Episode #3 - Our Process for Ages 51+
For people nearing retirement or already retired, this episode will guide you through how we uniquely approach this phase of life and what our process is for Wealth Distribution Planning.
Episode #4 - Our Special Needs Planning Process
This episode is dedicated to the families we serve who are caring for a loved one with special needs. An enhanced set of strategies and specialized knowledge is required to navigate a variety of challenges a typical plan isn't built to withstand.
Jim McGovern CFP®, ChFC®, CExP®
Wealth Management Advisor
412-391-6700
Jim McGovern, CFP®, ChFC®, CExP®, is the Founder of McGovern Wealth Group at Lifetime Financial Growth, LLC. As a Wealth Management Advisor and Business Exit Planner, Jim specializes in delivering a holistic and...
Patrick Callahan, MBA
Wealth Management Advisor
412-391-6700
pcallahan@mcgovernwealth.com.com
Patrick Callahan is a Wealth Management Advisor with a focus in business development and enriching the client experience at the McGovern Wealth Group. Committed to helping clients develop financial balance through holistic financial...
Gary McGovern
Wealth Management Advisor
412-391-6700
Gary McGovern is a Wealth Management Advisor, and serves as a mentor and trainer to other professionals at The McGovern Wealth Group and Lifetime Financial Growth, LLC. Specializing in wealth protection, accumulation and distribution...
Kyle Richert
Wealth Management Advisor
krichert@mcgovernwealth.com.com
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. CA Insurance License #0M64579
Jared Etkins, CFP®, ChFC®
Wealth Management Advisor
jetkins@mcgovernwealth.com.com
Jared Etkins, CFP®, ChFC®, is a Wealth Management Advisor at The McGovern Wealth Group. Dedicated to helping clients develop financial freedom, he follows a distinct process that covers all aspects of clients’ finances,...
Ryan Wirth, MBA
Wealth Management Advisor
Ryan Wirth is a Wealth Management Advisor at McGovern Group. With a focus on planning, business development and relationship management, Ryan is dedicated to helping businesses and individuals develop effective solutions for reaching...