McGinn Financial Services

Who We Are

We are an independent financial services firm, dedicated to helping our clients protect and grow their hard-earned assets. When you choose to work with McGinn Financial Services, you are making the first step towards guidance that is tailored to your unique needs and goals. Our independence from any insurance or investment companies allows us the freedom to structure our business in a way that best serves our clients. We are not alone in our journey, as we are part of a large branch called Premier Wealth Management and we utilize a broker-dealer called Cambridge Investment Research, Inc. (Cambridge). These firms provide a variety of services that enable us to serve you better.

Stephen T. McGinn, CFP, ChFC, CFS, founded the practice on October 1, 1987. With over three decades of experience, Steve has built a reputation for providing personalized financial services to individuals, business owners, and professionals. Our team of skilled financial advisors shares Steve's commitment to understanding each client's goals and creating customized financial plans that align with their objectives.

What We Do

At McGinn Financial Services, we offer a wide range of financial services to help you protect and grow your assets. Our primary focus is on retirement planning, and we work with individuals, business owners, and professionals to create a retirement plan that reflects their specific goals.

*Personal Retirement Planning*: Collaboratively, we develop a retirement plan tailored to your individual needs and goals. Our goal is to help you achieve your dreams while navigating everyday life.

*Investment Management*: We work with you to establish a portfolio with an asset allocation that is consistent with your goals. Our focus is on long-term growth and preservation of capital.

*Asset Protection/Life Insurance*: We help you plan for unexpected events such as death, injury, or illness. Our goal is to ensure that your loved ones are cared for, no matter what happens.

*Group Retirement Plans*: Through careful planning, your company can offer a retirement plan that helps employees feel appreciated. We work with you to create a group retirement plan that is tailored to your company's needs and goals.

Our Partners

We work collaboratively with our clients' other advisors and partners - third-party money managers, independent third-party administrators, and insurance brokers to help our clients navigate through their plan. Our goal is to provide a comprehensive and integrated approach to financial planning, ensuring that all aspects of your financial life are aligned with your goals.

Your Personal Financial Website

At McGinn Financial Services, you will have your own personal financial website where, through the process of aggregation, all of your financial information will be privately and securely consolidated in one place. Your account values will be updated daily, thereby keeping your plan updated daily - in line with current market and economic conditions. This gives you easy access to all of your financial information, allowing you to monitor your progress and make informed decisions about your financial future.

Get Started Today

Ready to plan your financial future? Let's talk! At McGinn Financial Services, we believe that financial planning is a collaborative process, and we are committed to helping you achieve your financial goals. Contact us today to schedule a complimentary call and learn more about how we can help you protect and grow your hard-earned assets.

It's important to note that the information provided on this website is intended for residents of the following states: AZ, CA, CO, DC, DE, FL, GA, HI, LA, MA, MD, MO, NC, NJ, NY, OH, PA, SC, TN, TX, VA, and WA. We are registered representatives offering securities through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Investment advisor representatives, Cambridge Investment Research Advisors, Inc., a registered investment advisor. McGinn Financial Services and Cambridge Investment Research, Inc. are not affiliated.