Our Services and Products
At McHenry Financial we help our clients with their personal financial needs.
We also help businesses with their retirement planning benefits through our relationship with ING Financial Partners*.
It is of the utmost importance to us to exceed your expectations through outstanding service. We assist in financial services including:
Retirement Planning
401(k) Rollovers*
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
UITs | REITs*
College Planning
College Cost Analysis and 529 College Savings Plans
Estate Planning
Charitable Giving; Tax Reduction Strategies
Business Continuation Planning
Key Person Insurance
Buy / Sell Strategies
Family Business Succession Planning
Employee Benefit Programs
Pension, Profit Sharing and 401(k) Plans*
SEP and SIMPLE IRAs*
Non-Qualified Retirement Plans*
Life Insurance Products
Term Life -- Universal Life -- Survivorship Life -- Variable Universal Life*
Disability Insurance
Disability Income | Disability Buy-Out | Overhead Expense
Long Term Care Insurance
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