Have a question?

Frequently Asked Questions

McCulley Financial helps with things like planning for the future, managing money for retirement, and making sure your family’s financial needs are taken care of.

To talk with us, you can either fill out a form on our website or give us a call. We’re here to discuss your money goals and figure out how we can help.

Nope! McCulley Financial is here for everyone, no matter how much money you have. We want to help you make a plan for your money that fits your life.

We focus on you and what you need. Whether it’s figuring out a budget or planning for big things, we want to understand your situation and help you reach your money goals.

We take keeping your info safe very seriously. McCulley Financial has strong security measures to make sure all your personal information is protected.

Yes, definitely. McCulley Financial can help you make a plan to manage your debts and work towards your money goals.

Absolutely. When we talk with you, we’ll go over all the costs so you know exactly what to expect. No surprises.

It depends on your situation and what you want to do. We want to go at a pace that works for you to make sure we plan things right.

Yes, McCulley Financial can help you figure out how to handle taxes as part of your overall money plan.

We like to meet with you regularly to see how things are going, make sure your plan still works for you, and adjust things if needed. It’s all about keeping your money on track.

Asset Protection

What You Can Expect

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.

  • Estate Planning
  • Legacy Planning
  • Estate Transfer Strategies
  • Family & Generational Review
  • Estate & Trust Counsel Review
  • Investment Diversification
  • And More!

Insurance & Asset Protection Services

What You Can Expect

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.

  • Insurance Review
  • Long-Term Care Planning
  • Corporate Benefits Review
  • Liability Planning & Risk

Learn About Our Investment Services

What You Can Expect

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.

  • Investment Advisory
  • Free-Based Consulting
  • Asset Allocation
  • Portfolio Construction
  • In-Depth Risk Analysis
  • Alternative Investments
  • And More

Financial Planning Services

What You Can Expect

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.

  • Budget & Cashflow Analysis
  • 529 College & Education Planning
  • Social Security Planning
  • Retirement Income Planning
  • Wealth Building Strategies
  • Net Worth Analysis
  • Charitable Planning Services
  • Tax Planning
  • Comprehensive Financial Plan
  • And More

Corporate 401K

What You Can Expect

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.

  • Plan Design
  • Employee Education
  • Provider Search
  • Free Benchmarking
  • Investment Analysis
  • Tax-Saving Strategies For Employees & Owners
  • One-on-One Employee Education
  • And more!

Corporate 401K Services

What You Can Expect

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.

  • Tax-Saving Strategies
  • Plan Design
  • Provider Evaluation
  • Portfolio Diversification
  • Alternative Asset Investment
  • Ongoing Plan Review
  • And more!