We recently had a conversation with someone we share a mutual connection with. They care enough about you personally, respect you professionally, and felt an introduction to each other was important. They feel the work we do is unique and could be of value to you, so we put together a few resources to help you get to know who we are and what we do.
Getting together in person or over a virtual meeting would be ideal, but we recognize it sometimes helps to have a little more info ahead of scheduling time together.
Please feel free to explore these resources, and let's connect soon for a discussion.
In this episode, you'll get to know who Jim McGovern is, his background and the team overview.
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
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.
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.
Wealth Management Advisor
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 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 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...
Wealth Management Advisor
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®, 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 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...