FINANCIAL MANAGEMENT: Products & Services

Individuals, families and businesses have long relied on McNish Financial Services for disability, life and long-term care insurance.

Whether acting in a consultative role or as a provider of financial products, our independent status enables us to shape solutions that best meet your needs.

Contact us today if you have a question on any of the financial management services listed here, or click on the PDF downloads at the left to request a quote.

Disability Insurance – including policies for:

Business overhead expense

Buy-sell funding

Individual protection

Education Funding – including:

UTMA/UGMA (Uniform Transfer/Gifts to Minors Act) accounts

Life Insurance – including policies for:

Buy-sell funding

Estate planning

Family protection

Individual protection

Key man coverage

Long-term Care Insurance – including policies for:

Individual protection

Retirement Planning – including:

Annuities

IRAs (Individual Retirement Accounts)

Non-qualified deferred compensation plans

Roth IRAs

SEP (Simplified Employee Pension) plans

SIMPLE IRAs

The solutions offered by McNish Financial Services are not limited to those listed above. If you have a specialized need, please ask.