Financial Services
McFadden Financial Services takes a holistic approach when it comes to financial and estate planning. Our vast experience and commitment to our client’s broadening needs and objectives has cultivated a desire to create such an approach. From accumulating retirement assets to planning for the distribution of estate assets, our goal is to ensure the future wealth, retirement and peace of mind of our clients and their families. Our dedication and compassion for our clients compels us to provide unmatched service, dynamic products and programs through a team of like-minded professionals committed to meet these objectives.
McFadden Financial Services is your source for:
- Life Insurance – Term Life, Universal Life, Variable Life, Whole Life
- Qualified Plan Design – 401(k)/Profit Sharing, Defined Benefit Plans
- Investments – 401(k) Rollover, Annuities, Mutual Funds
- Financial Planning and Retirement Income Forecasting
- Estate Tax Liability Analysis and Planning
- Key Man Incentives and Planning
- Business Succession Planning
- Buy-Sell/Partnership Funding
- Stock Redemption Funding
In today’s financial environment, the evolution of products and services is never-ending. McFadden Financial can provide the tools, knowledge and guidance to achieve any goal, no matter how large or small. Whether you’re an established, successful individual or just beginning the path to financial independence and success, McFadden Financial is here to guide the way.
Answer these questions to see if
the time is right for a consultation with McFadden Financial.
- Have you ever had a life insurance policy review?
- Is your current insurance competitively priced?
- Do your current retirement assets have downside protection?
- Have you ever analyzed your assets and projected savings to determine the amount of income available to you at retirement?
- In the event of a premature death, how would you or your spouse derive income?
- Have you considered the impact of taxes and inflation?
- Do you and your business partners have a well-drafted business succession plan?
- Do you and your business partner(s) have a funded buy-sell agreement in case of disability or death?
