Our Services and Products

 

At McHenry Financial, we help people with their financial planning and investment management.

 
Retirement Plans & Income Strategies
        Roth IRAs  and  IRAs (Individual Retirement Accounts)*
        Retirement Income Planning*
        Fixed & Variable Annuities*
        Retirement Needs Analysis
        Distribution Planning
 
Investment and Annuity Products
         Advisory Services*
       Mutual Funds | Bond Funds*
       Stocks & Bonds*
       Annuities:  Variable, Fixed, Fixed Index*
       CD's  
  
College Planning
        College Cost Analysis  and  529 College Savings Plans
 
Estate Planning
        Charitable Giving; Tax Reduction Strategies
 
Employee Benefit Programs
        SEP and SIMPLE IRAs*
        Non-Qualified Retirement Plans*
 
Life Insurance & Long Term Care Insurance
        Term Life --  Universal Life  --  Survivorship Life  --  Variable Universal Life*
 
Disability Insurance
        Disability Income  |  Disability Buy-Out  |  Overhead Expense