McInnes Group, LLC Financial Services

Retirement Plan Services

• 401(k)
• 403(b)
• Simplified Employee Pension (SEP)
• SIMPLE IRA's
• Individual 401(k)
• Safe Harbor 401(k)
• Profit Sharing Plans - Integrated/Cross Tested/Age Weighted
• 401(a) Money Purchase Plans
• 457 Municipality Plans
• Defined Benefit Plans
• Fiduciary 404(c) Education
• Investment Policy Statement Preparation

Financial Services for Companies

• Life Insurance
• Buy-Sell Funding
• Disability Insurance
• Long Term Care
• Business Overhead Expense Policies
• Key Person Insurance
• Section 162 Bonus Plans
• Section 79 Permanent Coverage Plans
• Non-Qualified Deferred Compensation
• Corporate Investment Services

Individual Financial Planning

• IRA's
• Roth IRA's
• IRA Rollovers
• Individual Investment Advisory*
• Wealth Management*
• Asset Protection
• Education Planning*
• Retirement Planning*
• Estate Planning Services
• Annuities - Variable/Fixed/Indexed*
• Capital Needs Analysis

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