Helping families with Financial Planning and Wealth Management.
We will work with you to:
• Help you create a long-term plan
• Help you select the investments that better suits your needs
• Help you allocate your assets
• Help keep your portfolio on track
• Encourage financial discipline
• Manage your risk
• Provide constant advice
• Perform necessary portfolio tasks
• Sort through financial information
• Save you time
We encourage you to explore our site to learn more about McHenry Financial.
Should you have any questions or would like more information on our firm, please feel free to e-mail us at jbatt@mchenryfinancial.com or call us at (815) 385-1331.
We look forward to hearing from you!
Newsletters
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What Can You Learn from Your Tax Return?
Tax season may be over, but a completed tax return offers information that can help with financial strategy for the rest of the year.
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Foreign Stocks Outperformed in 2025
Although U.S. stocks have provided a higher return over the past 20 years, foreign stocks outperformed in seven of those years, including 2025.
Calculators
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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Savings Accumulation
Estimate the future value of your current savings.