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40% of U.S. workers have saved
less than $25,000 for retirement.*

*2019 Retirement
Confidence Survey, EBRI

Only 42% of Americans know how
much money to save for retirement.*

*2019 Retirement Confidence Survey, EBRI

43% of retirees left
the workforce earlier
than planned.*

*2019 Retirement
Confidence Survey, EBRI

Our Firm


McHenry Financial helps families with financial planning and managing thier wealth.  

We work with our clients to understand their personal financial needs and develop a strategy to better meet those needs. 


We are experienced in retirement income strategies, retirement planning, 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 Cetera Advisor Networks LLC, 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?
  • Should I contribute to my 401k, and how much?
  • Which is right for me - a traditional IRA or a Roth IRA?
  • What is the relationship between risk and return? What risk management strategies might I want to consider?
  • 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.