Services

The McGill Financial Ensemble is totally committed to providing our clients with a full array of valuable financial products and services.

Through our financial services parteners, Private Client Services, LLCKFG Enterprises, Inc., Creative Benefits, and Rodefer Moss, PLLC, we are able to provide:

  • Individual and Family Financial Planning*
  • Retirement Planning*
  • Investment Tax Planning
  • Insurance Planning
  • Educatioin Planning*
  • Business Planning
  • Pension and Profit Sharing Plans*
  • 401(k) and 403(b)Plans*
  • Corporate Benefits plan review and design

 

  • Asset Allocation Programs*
  • Mutual Funds*
  • Exchange Traded Funds (EFT)
  • Stocks
  • Bonds
  • Unit Investment Trusts (UIT) 
  • Government Securities*
  • Variable Annuities
  • Fixed Annuities
  • Fixed Index Annuities
  • Variable Universal Life Insurance
  • Universal Life Insurance
  • Term Life Insruance
  • Disability Insurance
  • Long-Term Care Insurance
  • Money Market Funds
  • Certificates of Deposit
  • Asset Management Services*
  • Full Service Brokerage Accounts*
  • Investment Strategies*

*Investors should carefully consider the investment objectives, risks, charges and expenses of any mutual fund used in conjunction with qualified, non-qualified or educational funding alternatives.  This and other important information is contained in each fund's summary prospectus and it's suppliment which can be obtained from your financial professional or directly from the fund company and should be read carefully before investing and sending money.