Our Firm

McHenry Financial builds long-term relationships.  We are committed to helping you pursue your goals for the near future, as well as the distant future.  We are experienced investment advisers in retirement income strategies, retirement planning, 401(k) rollovers, 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 ING Financial Partners, 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?
  • How can I get the most out of my 401(k)?
  • Which is right for me - a traditional IRA or a Roth IRA?
  • How can I position my investments for higher potential returns while reducing risk?
  • 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.

McHenry Financial is committed to you for the long term.