Insurance Services

When it comes to your money, hindsight is always 20-20. At McClary Financial, we work hard to mitigate your risks so you don’t live your life with financial regrets. We provide insurance solutions for both your personal and corporate needs, to ensure that your nightmares don’t become reality.  A common problem we often see is that most don't even know where they are open to risk when it comes to their finances. We learn the in's and out's of your financial situation in order to detect areas of vulnerability and work to mitigate them.  

While under-protecting yourself is a problem so is overprotecting yourself. We operate under a strict if you don't need it don't bother policy so you aren't wasting your time or money.

Using the following techniques we will develop a strategy that will help you sleep better at night:

Unanimous Shareholder Agreement Review
Estate Equalization
Legacy Planning
Charitable Donation

Insurance Needs Analysis
Co-Ordinated Insurance Planning
Policy Cost Analysis
Intergenerational Wealth Transfer
Buy / Sell Insurance Audit

McClary Financial Risk Management

Don't wait till it's already too late to reduce your risk. A simple conversation with an experienced advisor can go a long way to achieving financial peace of mind. 

Questions about Insurance Services? Let's Talk. 

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