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*
Retirement Income Planning*
Fixed & Variable Annuities*
Retirement Needs Analysis
Distribution Planning
Investment and Annuity Products
Advisory Services*
Advisory Services*
Mutual Funds | Bond Funds*
Stocks & Bonds*
Annuities: Variable, Fixed, Fixed Index*
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*