Our Services

At McNichol Financial Group, the diverse financial skills and focus of our financial professional network allows us to provide integrated financial management to all our clients. 

McNichol Financial is a financial services firm committed to helping individuals and business owners by providing sound financial information, we believe you will be better able to identify your goals and make sound decisions to help reach them.

We provide clients with the advantage of numerous financial management services that can coordinate your investment, financial, tax and estate planning strategies.

We know all individuals have their own special circumstances, just as you have a unique set of goals and concerns. We are here to address most of your financial needs with thoughtful and innovative planning strategies.  At McNichol Financial Group, we take pride in giving financial guidance to families, businesses, professionals, from all walks of life.

INDIVIDUALS & FAMILIES

In addition to investment management, we are committed to delivering strategies tailored to each client:

  • Preserving and protecting accumulated wealth
  • Mitigating adverse tax consequences with tax-efficient strategies
  • Income strategies designed to creating sustainable lifetime cash flows
  • Providing for the transfer of wealth including provisions for family and heirs
  • Protection needs such as insurance, wills, trusts, estate plan and powers of attorney (Referrals will be given)
  • Accomplishing charitable and personal mission-based priorities

BUSINESSESS

  • Retirement Plans
    • 401(k)  (Roth and Traditional)
    • 403(b)
    • 457
    • Profit Sharing
    • Defined Benefit
  • Business Succession Planning
  • Buy/Sell – Cross Purchase
  • Executive Benefit Planning

Pleae note do not give tax or legal advice, but we will give you outside refferals.

HEALTH  INSURANCE (Expanded Information)

  • Medicare
  • Supplements
  • Long-Term Care

To learn more about our Health Insurance Division, click here. 

 

Securities offered through Securities America, Inc., member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc. McNichol Financial Group, LLC and Securities America are separate companies. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.