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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 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*