Privacy Policy

Privacy Policy Notice

MCCULLEY FINANCIAL GROUP, LLC is committed to adhering to the requirements and
expectations regarding the privacy of personal information. Privacy regulations are founded
upon three definitions:

  1. Consumer – a person who has not entered into an investment advisory relationship but
    has disclosed non-public personal information to our firm.
  2. Client – a person who has entered into an investment advisory relationship with the firm
    or that individual’s designated representative.
  3. Confidential Information – personally identifiable private information, not available
    from public sources, about a client or consumer. In general it includes name, address,
    age, social security number, assets, income, net-worth, account balances, account
    numbers, beneficiary information, or investment history.

Our firm collects non-public information about client and consumers. We will not share nonpublic
information about clients or consumers with third parties not affiliated with our firm, except
as noted below:

  • To complete transactions or account changes, as directed by the client.
  • To maintain or service a client’s account.
  • If requested by the client.
  • With entities under common ownership and control of our firm.
  • With contracted third-parties who require the information to develop, support and deliver services.
  • If our firm is required or permitted by law or regulatory authorities with jurisdiction over the firm.
  • With one or more of our affiliated entities, at our sole discretion and for purposes either related or
    unrelated to services we provide you, and to nonaffiliated entities that either perform services for
    us or function on our behalf (such as check printing services, account aggregation providers,
    investment companies, and insurance companies). Definitions: Nonaffiliates – Companies not
    related by common ownership or control. They can be financial and nonfinancial companies.

As a client of our firm, your privacy is important to us. We are dedicated to safeguarding your
personal and financial information. We restrict access to confidential personal information about
you to those employees who need to know that information to provide products or services to
you. We maintain physical, electronic, and procedural safeguards to comply with federal
standards to guard your confidential personal information.

We will notify you in advance if our privacy policy is expected to change. We are required by
law to deliver this Privacy Notice to you annually, in writing. Please contact us with any questions
about this policy.

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!