Our relationship with McCabe and associates started in 1983 when our oldest daughter was born. As young parents, we realized our new responsibility including financial security for ourselves and our family. Our initial investment was a $2000.00 IRA. Tim McCabe and his team have been invaluable advisors for our small business and now 3 generations of family. Over the years they have consistently provided helpful recommendations for setting up retirement accounts, life insurance, 529 college plans, and minor Utma accounts. One of the most significant recommendations was making us aware of profit sharing and pension plans. All these recommendations have allowed for building financial freedom of generational wealth as we have moved into retirement.
In the next generation of McCabe and Associates, George has enabled us to keep up with newer, and valuable technology as the world continues to progress with information. We were so pleased with his suggestions and thoughtful ideas in a more complex world. In the next generations of our family, McCabe and Associates are working with our children, their new businesses and helping us set up planning for our grandchildren. For over 43 years we have been fortunate to have a relationship with McCabe and Associates its people and their essential advice in helping us provide financial security for our family.