About Me

If the words “Retirement Planning” have you feeling overwhelmed, I can help!

My name is Dick McEvoy and I am an Artist, Entrepreneur, financial planner and an optimist. I built a career where I created financial and strategic plans for Fortune 500 companies and their Divisions. These companies include:

  • AIG International

  • Cigna Financial

  • Blue Cross Blue Shield

  • Nabisco

  • Pepsi

  • J.M. Smuckers

  • Johnson & Johnson

  • Hoffman La Roche

  • Janssen

  • Union Carbide

  • Stillwater Mining

  • Odyssey Logistic

Just as I helped corporations of all sizes, from Start-Ups to some of the largest companies in the world, I can help you no matter what stage of Life and Retirement Planning you are in. I believe in building your personal strategic plan for retirement, it will allow you to go after your most important passions in your life. For me those passions include family (wife of 44 years, two children and two grandchildren), health and fitness, and art/creativity.

You’re in the right place if:

 

  • You’re looking into your retirement and you have not started planning yet
     

  • You have some savings but you don’t know how much is enough and what else you should be thinking about
     

  • You are in your 40’s or 50's and you want to start getting serious about retirement planning
     

  • You want to know how you can help guide your adult children so they are better prepared.

 

When you sign up for my email list you will get:

 

  • Value-packed planning tips to begin to build, or enhance, your Retirement Planning Strategy.

  • Hands on advice in the form of Emails, where you and I can create a dialogue and build a plan that works for your budget.

  • Financial insights that will help you to not become overwhelmed.

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