McGuire Financial helps clients and businesses who have high net worth portfolios and need advice in complex areas like tax planning, estate planning, insurance, and health spending account. We provide businesses, professionals, individuals and families the opportunity to crate a significant and positive impact on their financial success and everyday quality of life.
We also have Businesses, Professional and families, with a more modest portfolio, who may just need some asset allocation advice and perhaps some basic financial planning help. We are in the financial services business with a very unique approach; we help people find money they are loosing unknowingly and unnecessary. Using those dollars found to solidify their financial future preferably without impacting their current lifestyle. We believe there is more opportunity to serve our clients by helping them avoid the losses, than by picking the winners.