At McInerney Financial Group, LLC (MFG) we strive to provide you with the very best in estate, retirement, tax, insurance and financial planning services. MFG encompasses a family of companies to provide you with sound financial services. John is president of McInerney Financial Group, LLC, McInerney Investment Advisors and McInerney Associates.
He has been serving Central Florida since 1976. John began his career with the Pension & Estate Planning Company. In 1982, he went to work for Tucker & Branham and acquired his property and casualty license. In 1995, John started what is now known as McInerney Associates and since then, expanded the company and formed McInerney Investment Advisors and McInerney Financial Group, LLC.
He has been serving Central Florida since 1976. John began his career with the Pension & Estate Planning Company. In 1982, he went to work for Tucker & Branham and acquired his property and casualty license. In 1995, John started what is now known as McInerney Associates and since then, expanded the company and formed McInerney Investment Advisors and McInerney Financial Group, LLC.
Services
While many investors are not aware of the differences between these two types of professionals, one of the main distinctions is that investment advisors have a fiduciary duty to act in the best interests of their clients at all times. Many financial professionals make a living conducting commission-based, transactional business with their clients.
Some retirees underestimate the impact a big market loss may have on the future of their income. Luckily, insurance can be used to protect more than just your physical assets. It can also be used to help protect your future. Our firm specializes in helping individuals safeguard their retirement nest eggs by offering a variety of insurance products and financial planning strategies.
At McInerney Financial Group, LLC, our main objective is to help our clients accomplish their evolving investment aspirations and goals in today's complex investment marketplace. The advice and recommendations you'll receive are custom-tailored to you, factoring in your risk tolerance, desired returns, time frame, and income specifications.
Perhaps the most impactful piece of retirement planning is determining your current and future tax liability and developing strategies to minimize the amount of taxes you pay in retirement. Tax planning can have a large impact on the amount of wealth you will be able to transfer to your heirs.
We will help ensure that your retirement plan takes full advantage of available tax credits and deductions to help certify you and your heirs are maximizing wealth for generations to come.McInerney Financial Group, LLC has strategic alliances with CPA Firms, Enrolled Agents & Attorneys to provide account reviews and tax services for our clients.
We will help ensure that your retirement plan takes full advantage of available tax credits and deductions to help certify you and your heirs are maximizing wealth for generations to come.McInerney Financial Group, LLC has strategic alliances with CPA Firms, Enrolled Agents & Attorneys to provide account reviews and tax services for our clients.
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