McNally Financial and Insurance Group - Retirement Planning, Estate Planning and Insurance Services
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Meet Peter McNally,
Certified Financial Planner

McNally Financial and Insurance Group - Retirement Planning, Estate Planning and Insurance Services Meet Peter McNally, your personal Certified Financial Planner Increase your wealth with our retirement planning products Retirement and Estate planning guide Life, Disability, Critical Illness and Mortgage Insurance
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Estate Planning

'Knowledge is Power'
Sir Francis Bacon

Use our online retirement planning guide to assist in making critical decisions regarding your estate plan.
estate planning

Estate Planning Guide

Your estate plan will serve as a road map to guide others in handling your affairs and finances after you die. Preparing an estate plan now will help to protect your family's financial well being.

Taking The First Step
Begin your estate plan by setting your priorities
Making Arrangements
It's up to you to help prepare family members for your death
Making Decisions
Making funeral arrangements, Organ Donation, Power of Attorney
Minimizing Taxes
An estate plan can help you reduce taxes
Taking Care of your Business
Business owners have special needs that must be addressed in estate planning
Completing your Estate Plan
Do you have Life, Disability, and Critical Illness insurance?
Providing for Survivors
Proper planning can help you provide for your family

McNally Financial and Insurance Group - Retirement Planning, Estate Planning and Insurance Services
 
 
Estate Planning Guide
Estate Planning Home
Taking the First Step
Making Arrangements
Making Decisions
Minimizing Taxes
Taking Care of your Business
Completing your Estate Plan
Providing for Survivors
Our Commitment
Committed to helping clients achieve financial security for themselves, their families, and their businesses.
Learn more about McNally Financial and Insurance Group