Services

We offer continuing financial advisory services in many areas. We tailor our offerings to your individual needs. Our focus is on clients living in retirement and pre-retirees within five years of retirement. Our analysis focuses on the following areas:

    • Retirement planning strategies

    • Asset and investment management

    • Insurance needs analysis

    • Estate planning

    • Elder planning

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.

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.