Worried that your financial strategy is

Missing Something?

We’re here to help you feel confident in your financial future.

Your Dreams Matter

At MacMunn Financial Management, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, designed to help you address your financial needs and concerns.

MacMunn Financial Management

Our Retirement Owner's Manual provides holistic financial planning designed to help guide clients through income, investment, tax, health care and legacy planning.

We offer services in these three areas:

Grow

Prepare for retirement by putting your hard-earned assets to work.
How?

Retirement Income Strategies
Wealth Management
Annuities
Investments
IRA/401(k) Rollovers

Protect

Protect the assets that can help you live the retirement you’ve always imagined.
How?

Asset Protection Strategies
Life Insurance
Tax-Efficient Strategies
Long-Term Care Strategies

Preserve

Provide for the people and causes you care about the most.
How?

IRA Legacy Planning

We can also refer you to professionals who provide the following services:

Trusts
Probate
Charitable Giving
Estate Planning
Tax Planning
wheel-cta

Ready to take
The Next Step?

For more information about any of the products and services we provide, schedule a meeting today or register to attend a seminar.

 

Schedule a Meeting

Or give us a call at 978.618.4812