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