Our Services and Products

 

At McHenry Financial, we help families with their financial planning and managing thier wealth.

 
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*
 
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*