Our Services

With the variety of insurance and investment products available in the market today, it's very easy to become confused or overwhelmed when making a decision of which one is best for you, your family or your business. Add to that the multitude of companies providing these products and services, and one could invest countless hours, days or weeks investigating everything.

One of our goals at McNulty Wealth Management Group is to provide our clients with clear, easily understood explanations of the insurance and financial products and services available to them. We have relationships in place with many of the top named companies in the industry making it that much easier to align the most suitable products, services and companies for our clients.

We can provide something as simple as a life insurance policy or Medicare Supplement plan to rolling over a 401(k), arranging an IRA contribution or constructing a comprehensive financial plan. We can also help Business Owners with employee benefit programs including health, disability, life, vision and dental insurance and most importantly putting the right retirement plan in place.

No matter what the product, service or company you're looking for, if we don't already have access to it, we'd be happy to look into adding it to our repository. Please don't hesitate to bring something new to our attention. Listed below are just some of the products and services we provide:

Insurance Products

  • Medicare Supplement plans
  • Life Insurance (Term, Whole Life, Universal Life, Variable Life)
  • Short & Long Term Disability Insurance
  • Critical Illness Insurance
  • Long-Term Care Insurance
  • Health insurance (Individual & Family)
  • Group Insurance (Health, Life, Disability, Dental & Vision)
  • Executive Fringe Benefits

Investment Products

  • Mutual Funds
  • Traditional & Roth IRA's
  • 529 College Savings Plans
  • Qualified Retirement Plans (Pensions, 401(k), SEP, SIMPLE)
  • Annuities (Deferred, Variable, Indexed, Immediate)
  • Profit Sharing Plans
  • Money Purchase Plans
  • Deferred Compensation Plans

Areas of Planning

  • Estate Planning
  • Financial Planning
  • Risk Management
  • Charitable Giving / Gifting Strategies
  • Wealth Accumulation / Asset Protection Strategies
  • Business Succession / Business Continuation Planning
  • Business Disposition Planning (Buy/Sell Agreements)