William McCullough, CHSNC®, CHFC®, AFC®
As the founder of MCC Wealth, I utilize my years of experience, education, and expertise to help my clients achieve their definition of financial success. My journey in Wealth Management began right after college, where I found myself navigating the financial landscape of my new career. How much should I contribute towards retirement, am I paying the right amount in taxes, what is the best vehicle to help my money grow? This experience sparked my passion for educating others, and I'm dedicated to helping you understand and master your finances.
My educational background includes a B.A. in General Business from Clayton State University, and a Certificate in Financial Planning from Emory University. I hold the FINRA Series 65 license, and Life, Accident, & Health license with the states of Georgia and North Carolina. I also hold the following designations:
"Plant the seed of the tree whose shade you may never sit under" - Alonzo Herndon
WHAT TO EXPECT.....
YOUR FIRST 90DAYS AT MCC WEALTH
Within 30 Days
Welcome: During this initial meeting we will discuss your needs and determine if MCC Wealth is a good fit.
Goals conversation: During this meeting, we’ll discuss, organize and prioritize your financial goals.
Gathering documents: You’ll provide documents, like pay stubs, investment statements, and tax returns. These will help us create tailored solutions.
Account setup and transfer: Our team will collect some information to set up your new accounts and transfer money in from other accounts.
Tech setup: You will receive instructions about how to set up and use your online account, along with other digital tools that you might find useful.
Within 60 Days
Client Profile: Review and confirm personal and financial data. Also document priorities and timelines.
Short Term Action Plan: We will update or create actionable recommendations to address urgent issues.
Meetings: We will plan out a schedule of check-ins so that we’re always helping you stay on track to reach your goals.
Investments: Based on your goals and objectives, we’ll prepare and present investment recommendations.
(If applicable)
Events and resources: You’ll begin receiving invitations to events and other resources based on your specific goals and needs.
Within 90 Days
Connecting with other pros: To make sure we’re helping you holistically, we’ll work with the other professionals helping you, such as attorneys and accountants.
Long Term Action Plan: We will create an action plan that is tailored to your specific goals and objectives.
Portfolio management: We will continuously monitor your portfolio, rebalancing and making changes as needed.
Implementation: Begin executing key recommendations based on our collaborative plan of action.
Beyond 90 days: Establish next steps for the coming months as part of our annual service calendar.
Appointment
I strive to make connecting as easy as possible. Email me at wmcc@wealthmcc.com, or call 404-446-4362.
You can also book an appointment below to meet with me virtually, or in person if you’re in the Atlanta, GA area.