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At McCulley Financial Group (MFG), we partner with entrepreneurs and leaders who are “all in” on their work, their families, and their legacies. We believe that when your business, your wealth, and your life move in the same direction, your future feels intentional rather than accidental.
Founder Kort McCulley didn’t just learn about business from a textbook; he saw it firsthand in a garage. Kort’s grandfather started a family business in 1950 that eventually grew into a top national producer–a journey defined by grit, hard work, and deep responsibility.
Growing up in that environment, Kort realized early on that entrepreneurs were “his people.” He saw the unique pressures they face, the weight of providing for a team, the stress of securing their family’s future, and the struggle to keep it all aligned. When he tried to bring this vision of holistic, entrepreneur-focused service to the corporate world, though, his ideas were dismissed.
So, with six months of savings and a clear calling, he set out to build MFG.
Most financial firms only see one side of your world; either your business or your personal finance. This leaves you stuck juggling disconnected advisors and making big decisions from a “partial view seat. We believe you shouldn’t have to compromise your values to achieve success. We built MFG to bridge that gap, serving as a fiduciary teammate who understands how your business impact and your personal freedom are inextricably linked.
We’ve traded the complex financial maze for a clear map. Our process is built on two core frameworks designed to replace guesswork with clarity:
The Financial Freedom System™ helps individuals and families bring meaning to their money, turning financial planning into a tool for living well and making confident choices.
The Shared Success System™ helps entrepreneurs create healthy structures and empowered teams so the business works for them, not the other way around.
We believe the traditional idea of retirement is often too narrow. For many of the leaders we serve, the goal isn’t to simply stop working, but to reach a point of Financial Freedom. This means having the clarity and resources to choose how you spend your time–whether that’s continuing to grow your business, starting a new venture, or focusing entirely on your family and community.
Our goal is for you to walk away from every conversation feeling heard, optimistic, and at ease. We are here for the long haul–acting as your steward through every market cycle–to ensure you feel calm and confident as your money and values move in the same direction.
Protect your assets by applying several layers of protection. This can take the form of liability insurance, fundamental practices, and other smart strategies.
A solid asset protection plan means you no longer have to feel at risk of losing everything due to litigation or unforeseen events.
Get affordable coverage that aligns with your company’s needs – no matter how unique your needs are.
Our team helps you navigate complex insurance-related issues, risk management, and employee benefit issues so you can be safeguarded against any type of risk.
Gain access to a wide array of products and services that will ensure we make the right choices to grow your portfolio.
Our fee-based consulting means our only focus is doing what’s right to build your wealth – not earning a commission.
Our risk-averse approach coupled with our extensive investment analysis means we can build a portfolio that maximizes return while minimizing risk.
We identify your objectives and needs to design a realistic, actionable plan you can fully understand.
Whether you’re saving for a house, paying for an education, or want to ensure you have enough for retirement, we make it possible.
We can also help business owners gain additional life, health, and retirement benefits beyond the basic employee scope.
Explore a wide range of solutions and get a custom designed plan that helps employees reach their retirement goals.
Participants also have access to one-on-one personalized education to help them navigate the complexities of their plan so they can feel confident in their choices and future.
Get the right strategy and tools to maximize your savings. As a self-employed entrepreneur, you’ll discover new opportunities to grow your nest egg faster – which includes identifying opportunities to shelter assets from taxes or reduce your tax liability.
Experience the peace of mind that comes with being able to maintain your lifestyle through retirement, stay prepared for the unexpected, and leave a legacy for loved ones.
