What We Do
Financial Planning Investment Products
When our representatives help their clients plan their financial futures, there are a host of different opportunities to examine. From education to compliance guidance, we want to make sure they know all of the options available and that they are making recommendations that fall within the appropriate boundaries of their licenses. These recommendations may include:
- Government Securities
- Options
- Mutual Funds
- Fixed and Variable Annuities
- Unit Investment Trusts
- Alternative Investments
- Brokered CDs
- Life Insurance
Portfolio Review & Asset Allocation
The experts at McNally Financial have years of education and experience managing the review of portfolios and helping clients make smart decisions about asset allocation.
Retirement Planning & Products
Planning for retirement requires a customized approach – there’s no one-size-fits-all plan. It’s important to evaluate a number of factors before deciding which options are best for individuals when planning for retirement. We work with our representatives to support their ability to make strong recommendations for client accounts:
- IRAs
- 401Ks
- Simplified Employee Pension Accounts
- SIMPLE IRA Securities
These recommendations may include:
- Stocks & Bonds
- Mutual Funds
- Life Insurance
- Direct Participation/Alternative Investments
- Option Strategies
Asset Management
McNally Financial uses the Pershing Managed360 platform for managed money accounts, providing access to well-known managers and enabling advisors to customize solutions to individual investors’ needs for a variety of products in just minutes.
Cash Management
Through McNally’s resources and relationships, representatives will have access to tools and platforms that will make cash management options for clients robust, simple and effective. These solutions include:
- Corestone™
- IRA Resource Checking™
- LoanAdvance™
In a Nutshell
Individual investors are offered brokerage services, comprehensive financial planning and discretionary or non-discretionary fee-based asset management. If you are interested in an individual portfolio review and recommendations for asset allocation, please contact us.
Investment products offered are not FDIC-insured. They may lose value and are not bank-guaranteed.