Services

We offer continuing financial advisory services in many areas. We tailor our offerings to your individual needs.  Some of the financial services most requested are:

  • Asset and investment management
  • Retirement planning strategies (including 401(k) review)
  • College funding strategies
  • Elder planning
  • Insurance needs analysis, including Life Insurance and Long Term Care Insurance
  • Estate planning
  • Business formation analysis
  • Roth IRA Conversion Analysis

A comprehensive financial plan is strongly recommended to all clients.  A financial plan is a thorough analysis of your entire financial picture and a road-map to achieving your life goals.   

For those clients who wish to have their assets managed professionally, we offer ongoing investment management services.  If you already have a financial advisor, we welcome the opportunity to provide an unbiased opinion on your current investment strategy.

Sometimes financial issues arise that do not fit neatly into any one category. McPherson Financial Advisors, Inc. can be relied on for solid advice based on sound reasoning and common sense. If we are not knowledgeable in the financial area you need help with, we will help to identify professionals who can assist you.