Our Firm

 

At McClain Financial Group, L.L.C., we believe that a plan is a powerful tool. Reaching your long-term financial objectives hinges on having the right plan -- one that fits your unique circumstances and grows with you. Planning your financial future can be a daunting task. That's where McClain Financial Group, L.L.C. comes in. We're trained, registered professionals, and we can draw on years of financial planning* experience when creating a long-term strategy. Whether your concern is paying too much in taxes or not having enough money to last throughout your retirement, we believe we can help you. We can help you by answering the questions you may have about your financial future, such as:

  • Will I be able to retire early?
  • How much money will I need in order to retire?
  • How can I get the most out of my 401(k)?
  • Should I have a traditional IRA or a Roth IRA?
  • How can I position my investments for potential higher returns while reducing risk?
  • How can I potentially "inflation-proof" my investment income?
  • Do I need disability income insurance? Long-term care insurance?
  • How can I ensure that my children receive as much as possible from my estate?
  • What do I need to know about wills, trusts, and probate?

 

We offer financial products and services tailored to your individual needs or to those of your business.

Most people need to update their financial plan each year to help ensure that it is in step with their life. If it's been a while, act now. Please call today if you think your plan is out-of-date. Remember McClain Financial Group, L.L.C. is committed to you for the long term.

 *Securities and investment advisory services offered through SagePoint Financial, Inc.