Our mission is to be the trusted company with the reputation and integrity to guide you through retirement. It’s our responsibility to evaluate and assess your financial situation and only make suitable recommendations, and we do so with integrity and transparency.
McGuire Financial Services was founded with a vision of guiding people closer to their goals, values, and dreams. We want to help people by making a commitment to understand and better define what truly matters to them. Our firm’s process is designed to create a powerful and intimate relationship; empowering us to become an advocate in many areas of their life. We are humbled and honored to work with such a successful group of people.
We have a Fiduciary duty to serve the best interest of our clients. We do this by taking on the role of their Personal Chief Financial Officer (CFO), the overseer and facilitator of their financial life. As a CFO, we help clients make smart decisions with their money, helping them to identify, plan, and pursue unique goals.
Our comprehensive planning process was derived from the approach currently used by some of the most successful single- and multi-family offices. It incorporates our expertise in financial planning strategies with the personal component of elite wealth planning. We believe that understanding the importance of the human element in the equation is what makes us different.
We approach each new engagement with a time-tested, 5-step collaborative process that strives to uncover and help to address all client concerns and needs.
This allows us to have an open dialogue in which we learn about your values and goals while working with you to tailor a plan to help pursue them.
If you are interested in beginning a discussion with a partner who will work hard to create a beneficial and respected long-term relationship by taking the time to get to know you, we encourage you to take the first step. Call us to schedule a complimentary introductory Discovery Meeting, the first step in our 5-step Collaborative Process.
Please explore our website to learn more about our firm and process for getting to know you. We take pride in knowing that we have helped many people pursue the type of financial future they dreamed about, and value this opportunity to do the same for you. Thank you for visiting.
At our initial meeting, we will conduct a discovery interview. Together we will create a clear picture of your desires, goals, and what keeps you up at night to determine the appropriate road map to where you want to be.
Comprehensive Assessment Meeting
Our team will analyze your current strategy. We search for “red flags” that leave you exposed and seek opportunities to reach your goals.
Investment Strategy Meeting
We will review results of your analysis and give you a personalized strategic roadmap with our recommendations.
If you decide you would like to trust the McGuire Financial team to handle the implementation, we will collaborate on the implementation strategy and timeline to make the process seamless for you.
These meetings provide us an opportunity to review any major changes and review your progress toward your goals.
Get to Know Our Team
Discover how we help individuals and families achieve their ideal retirements.