Business Details
50 Years
experience
Your Trusted Financial Partner in Orlando, FL
Founded in 1976, McInerney Financial Group has served Central Florida as a trusted partner in financial planning and wealth management. Our firm operates under a fiduciary duty to act in clients' best interests, offering personalized solutions in retirement planning, tax strategies, insurance, and investment management. With decades of experience and strategic alliances with CPAs and legal professionals, we provide comprehensive services tailored to individual risk tolerance and long-term goals. Our team prioritizes transparency, client education, and proactive tax planning to help minimize liabilities and maximize wealth transfer.We distinguish ourselves through a fee-based platform that avoids conflicts of interest, ensuring recommendations align with clients' needs rather than commission-driven products. Our legacy of conducting over 800 public seminars reflects our commitment to community financial literacy. As a locally owned firm, we maintain direct relationships with clients, offering dedicated support through all market conditions.
Services
Financial Planning
Insurance Solutions
Investment Management
Tax Planning
Retirement Planning
Details
- Year established: 1976
Highlights and features
- 40+ years of Central Florida financial planning expertise
- Fiduciary advisors prioritizing client interests over commissions
- Strategic alliances with tax and legal professionals
- Customized asset allocation based on individual risk profiles
- Proactive tax minimization strategies for retirement security
Services
Financial Planning
Comprehensive financial planning addresses retirement goals, estate preservation, and tax efficiency. Our fiduciary advisors create personalized roadmaps considering risk tolerance, income needs, and long-term objectives. We coordinate with tax professionals to optimize wealth transfer strategies.
Investment Management
Customized investment portfolios combine stocks, bonds, and alternative assets to match individual risk profiles. Our disciplined approach emphasizes diversification, tax-efficient withdrawals, and regular rebalancing to sustain growth through market cycles while maintaining liquidity.
Tax Planning
Proactive tax planning services minimize liabilities through strategic Roth conversions, tax-advantaged account utilization, and coordinated estate planning. Our CPA alliances ensure compliance with evolving tax codes while maximizing deductions and credits for retirement security.
Insurance Solutions
We offer fixed annuities, life insurance, and long-term care policies to protect retirement assets. Independent carrier comparisons ensure competitive rates for products designed to guarantee income streams, preserve estate value, and cover healthcare expenses.
Retirement Planning
Holistic retirement planning integrates investment management, tax optimization, and insurance solutions. We develop sustainable income frameworks that balance growth potential with principal protection, ensuring financial security throughout retirement years while adapting to changing market conditions.
People
John McInerney
President
President of McInerney Financial Group since 1976, John has over 40 years of Central Florida financial planning experience. Certified Estate Planner, Series 65 licensed, and creator of 800+ financial education seminars. Specializes in fiduciary advisory services and retirement income strategies.
Questions
What financial services do you specialize in?
We specialize in retirement planning, tax-efficient investment strategies, insurance solutions, and estate planning tailored to individual risk tolerance and long-term goals.
Are you legally required to act in my best interest?
Yes, as Registered Investment Advisors, we operate under fiduciary duty to prioritize client interests over commission-driven products or institutional affiliations.
How do you approach tax planning for retirees?
We implement proactive strategies to minimize tax liabilities through Roth conversions, tax-advantaged accounts, and coordinated estate planning with CPA partners.
What insurance products do you offer?
We provide fixed annuities, life insurance, long-term care coverage, and Medicare supplements through independent carrier comparisons to find optimal solutions.
How do you help protect retirement income?
We combine asset diversification, risk management frameworks, and guaranteed income products to create sustainable retirement income streams resistant to market volatility.
