Our Firm

 

McHenry Financial helps people with financial planning and investment management.  

We work with our clients to understand their personal financial needs and develop a strategy to best meet those needs. 

 

We are experienced in retirement income strategies, retirement planning, IRAs, Roth IRAs, mutual funds, bond funds, estate preservation strategies, life insurance, long term care insurance and disability income insurance.  As financial advisers and through our relationship with Voya Financial Advisors, we can help you answer the questions you may have about your financial future, such as:

  • How much money will I need in order to retire?
  • Will I be able to retire early?
  • Should I contribute to my 401k, and how much?
  • Which is right for me - a traditional IRA or a Roth IRA?
  • What is the relationship between risk and return? What risk management strategies might I want to consider?
  • How can I "inflation-proof" my investment income?
  • Do I have enough life insurance? 
  • How does long-term care insurance help me and my family?
  • How can I ensure that my children receive as much as possible from my estate?
  • Will my family be protected should something happen to me?

 

We customize our strategies to your individual needs.