Broker Check
Sheila McCarthy

Sheila joined The Bulfinch Group in 2013 with a mission to assist and empower motivated people to create an organized and comprehensive financial strategy, giving them the resources they need to create the life they want. She is committed to helping her clients achieve financial abundance that is secure and protected so they are free to focus on achieving their life vision – a life of joy, fulfillment, balance and contribution.

Having worked in the corporate world as well as building her own practice, Sheila is uniquely positioned to understand the monetary issues of individuals, self-employed and small business owners, as well as large corporate entities.

INDIVIDUAL PLANNING

Sheila’s experience as a self-employed insurance broker positions her for understanding the challenges that individuals and small business owners face in trying to attain financial balance. She is well equipped to offer customized strategies:

  • Asset & income protection
  • Minimizing income/estate taxes
  • Creating cash recovery strategies
  • Risk management
  • Insurance premium financing
  • Education funding
  • Maximizing retirement income
  • Estate/Charitable planning

BUSINESS PLANNING

Given her robust background in sales and market management in the chemical industry, Sheila understands the challenges that large corporations face in providing competitive employee benefit packages.

  • Insured/self-funded medical plans
  • Group life and disability
  • Group dental
  • Voluntary benefits
  • Group Retirement Plans
  • Executive compensation
  • Business Continuation Planning
  • Deferred Compensation

Sheila earned her chemistry degree from Lafayette College. Originally from New Jersey, Sheila moved to Massachusetts in 1993 and she, her husband and two daughters enjoy New England life. They enjoy travel, music, theatre, and good food and wine shared with friends. She still has family and life-long friends in New Jersey and cherishes time spent at the Jersey Shore.

Financial Representative of Guardian.