FINANCIAL SERVICES
It’s never too early to start planning! A sound financial strategy will help plan for your spendable income requirements, manage the impact of your taxes, and pursue growth of your net worth. Whether you want to begin planning for your children’s education or you want to ensure financial independence for you and your loved ones, I can help you make solid decisions about these and other important financial concerns such as:
- Investing
- Budgeting & cash management
- Managing your tax burden
- Creating or improving your ability to outpace inflation
- Funding education or other financial goals
- Planning for your retirement
- Using insurance effectively
- Providing a smooth distribution of your estate.
The right time to move ahead with a sound financial strategy is now! Contact me and start building your financial future today.
TOOLS WE MAY USE:
At McLenithan Financial Services, we provide assistance in the following areas:
Investments
Bonds
Common Stock
College Accounts
Traditional and Rollover IRA’s
Roth IRA
SEP IRA
Simple IRA
Retirement Plans
Variable Annuities
Fixed Income Tools
Other Investments
Financial Planning
Retirement Planning
Retirement Income Planning
Fee Based Planning
Specific Goal Planning
College Planning
Asset Management
Our Values
Disability Income Insurance
Life Insurance
Long Term Care Insurance
Key Person Coverage
Buy/Sell Agreement Funding
Other Protection Need