McInnes Group, LLC Financial Services
McInnes Group, LLC Financial Services focuses on providing financial strategies to individuals, families and companies of all sizes. Our approach centers on our ability to research, develop and execute financial strategies that meet our clients' needs and goals.
Our areas of expertise include Corporate Retirement Plan Services, Corporate Financial Services and Individual Financial Planning.
Corporate Retirement Plan Services
McInnes Group, LLC Financial Services is a leader in the Corporate Retirement Plan market. We are specialists in the plan design, communication and education of Qualified and Non-Qualified Retirement Plans. We excel in the design, implementation and monitoring of plan offerings. We view this as an ongoing process, not a single event.
Corporate Financial Services
McInnes Group, LLC Financial Services has the experience and expertise to assist our corporate clients with their needs for life insurance, disability insurance, long-term care and executive compensation. These areas are essential to all business owners who want to protect the investments they have made for themselves, their families and employees.
We can help you protect your business through:
Buy-Sell Funding using Life and Disability Insurance and Business Overhead protection.
We can help you attract and retain key employees through:
Non-Qualified Deferred Compensation Plans, Key Person Insurance, section 162 Bonus Plans and section 79 Permanent Coverage Plans.
We can also help you manage and grow your company's assets through:
Corporate Investment Management Services.
Individual Financial Planning
McInnes Group, LLC Financial Services works with individuals and families to build and manage a strong financial foundation. No matter what stage of life our clients are in, we have the investments and insurance solutions to fit their needs.
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: Kansas, Missouri, Illinois, Arizona and South Carolina.
McInnes Group Inc. Healthcare Benefit Solutions is a separate entity and not affiliated with LPL Financial