Take Control of your financial future
At McConnell Financial Advisors, we believe that your investments should not only serve your financial goals but also reflect your personal values and aspirations. Whether you’re driven by ethical considerations, or a desire to contribute to specific causes, we’re here to ensure your investments align with what matters to you.
Our Pricing structures
Comprehensive Asset Management
For our clients, McConnell Financial Advisors offers comprehensive asset management for a straightforward flat fee. This service includes regular meetings to review and adjust your asset strategy as needed, ensuring your financial plan remains aligned with your goals.In addition to asset management, our clients receive the full benefit of our consulting services. This means we're not just managing your investments; we're also your partners in all aspects of financial planning, from budgeting advice to retirement planning.
Consulting Services
Our consulting services are designed to offer personalized support across a wide range of financial needs. Whether you're seeking assistance with budgeting, establishing cash reserves, or navigating investments, our expert team is here to guide you.
We understand that everyone's financial journey is unique, which is why we offer flexible, hourly, scheduling to fit your life. Whether you prefer annual check-ins or quarterly reviews, we adapt to your preferences.
Money is personal. You choose which seeds you want to grow.
We offer consulting in:
Annuities
Life insurance
Real Estate Investment Trust (REIT) and Limited Partnerships
In-depth review of asset holdings
Divorce guidance
Retirement plan investments
Stock selection
Tax guidance
Estate and Will planning guidance