Our Services

 

You will quickly learn The McGrady Group provides targeted services, focusing specially on your needs. We are not focused on selling products. Rather, we offer you a specific strategy, based on your needs and our expertise, to help you gain a sense of security for the future.  

 

Services include:

 

Wealth Management, Financial Planning & Insurance

  • Life Insurance
  • Disability Insurance
  • Fixed Annuities
  • Long Term Care
  • Managed Portfolios
  • Mutual Fund Portfolios
  • College Savings (529) Plans
  • Variable Annuities'
  • Asset Allocation Portfolios

Estate Planning

  • Wealth Preservation
  • Wealth Transfer to Heirs
  • Estate Distribution Planning
  • Gift Strategies
  • Buy/Sell Agreements
  • Retirement Income Planning
  • Wealth Accumulation Strategies
  • Pension Rollover Planning
  • Retirement Planning
  • Cash Flow Analysis 

 Employee Benefits

  • Group Medical Plans
  • Group Life, Disability Income Plans
  • SEP Plans
  • 401(k) Plans
  • Individual Health Plans 
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