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McCormick Financial

Brian Joseph McCormick

Founder & Wealth Management Advisor|CFP®

Built on Trust. Fueled by Passion.

480-672-2870602-690-8691

6400 E McDowell Rd Ste 110, Scottsdale, AZ 85257

HomeMy TeamOur ClientsPlanning ServicesProductsCalculators

Small Business

  • How much do I need to start my business?
  • Should I buy or lease equipment?
  • What term of loan should I choose?
  • What is my business worth today?

IRA

  • Should I convert my IRA into a Roth IRA?
  • How much may I contribute to an IRA?
  • Which will provide the most retirement income?
  • How will changes in my tax rate affect my decision?
  • What option is best for estate planning?
  • When should I begin saving?

Budget

  • How much am I spending?
  • Should I pay off debt or invest in savings?
  • How much should I set aside for emergencies?
  • How much will it cost to raise a child?

Savings

  • What will it take to become a millionaire?
  • How much will my savings be worth?
  • What will it take to save for a vehicle, home, etc.?
  • How much difference will the rate make?
  • Which is better: cash or payments?
  • How will taxes and inflation affect my savings?

Insurance

  • How much life insurance do I need?
  • Long-Term Care Cost Calculator
  • Disability Income Calculator
  • Life Insurance Calculator
  • Retirement Income Calculator

College Planning

  • What will it take to save for a college education?
  • What is the value of higher education?
  • What investments can I use to save for college?

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Brian Joseph McCormick

Founder & Wealth Management Advisor

CFP®

Let's connectSchedule a meeting
  • HOME

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480-672-2870

6400 E McDowell Rd Ste 110, Scottsdale, AZ 85257

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© 2025 The Northwestern Mutual Life Insurance Company. All rights reserved. 720 East Wisconsin Avenue, Milwaukee, Wisconsin 53202-4797 - (414) 271-1444.

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) (life and disability Insurance, annuities, and life insurance with long-term care benefits) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC) (long-term care insurance), Northwestern Mutual Investment Services, LLC (NMIS) (investment brokerage services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (investment advisory and trust services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI.

Brian Joseph McCormick uses McCormick Financial as a marketing name for doing business as a representative of Northwestern Mutual. McCormick Financial is not a registered investment adviser, broker-dealer, insurance agency or federal savings bank. Brian Joseph McCormick is an Insurance Agent of NM. Brian Joseph McCormick is an Agent of NLTC. Investment brokerage services provided by Brian Joseph McCormick as a Registered Representative of NMIS. Investment advisory services provided by Brian Joseph McCormick as an Advisor of NMWMC.

The products and services referenced are offered and sold only by appropriately appointed and licensed entities and financial advisors and representatives. Financial advisors and representatives and their staff might not represent all entities shown or provide all the products or services discussed on this website. Not all products and services are available in all states. Not all Northwestern Mutual representatives are advisors. Only those representatives with "Advisor" in their title or who otherwise disclose their status as an advisor of NMWMC are credentialed as NMWMC representatives to provide investment advisory services.

Depending on the products and/or services being recommended or considered, refer to the appropriate disclosure brochure for important information on the Northwestern Mutual Wealth Management Company, its services, fees and conflicts of interest before investing. To obtain a copy of one or more of these brochures, contact your representative.

Brian Joseph McCormick is primarily licensed in AZ and may be licensed in other states.

Brian Joseph McCormick CA License: 0L96503

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.