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McIntyre Financial Report

De: Greg McIntyre
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  • Resumen

  • At McIntyre Financial we value the relationship. We value the conversation. To have a person there for you is HUGE. We want to be HUGE for you. Just Ask! McIntyre Financial aims to be the trusted name in your investing life. We value our reputation. We don’t make money unless you make money. We value communication with our clients and make ourselves available to answer questions in person, virtually, by phone, text, Email or chat. We are here to meet your financial needs. Just Ask!
    © 2023 McIntyre Financial Report
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Episodios
  • Using Life Insurance as a bank and for investment

    Using Life Insurance as a bank and for investment
    Nov 9 2022


    Ryan & Greg talk about how using life insurance can allow you to borrow money on great terms and also grow your investment in the policy.


    #beyourownbank #lifeinsurance #longtermcare #insurance #longtermcareinsurance #realestate #assetprotection #estateplanning
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    16 m
  • The power of a Trust

    The power of a Trust
    Nov 2 2022

    What is a trust and what can it do for you?  There are several types of trusts that can be used to protect your assets. In this episode, Ryan Begley, Benefits Specialist, sits down with Elder Law Attorney, Eric Baker, to discuss what a trust is and how you can use it to help you achieve your financial goals while protecting your assets and preserving your legacy. 

    Want to set up a trust? Give us a call today at  888-999-6600 to schedule your free consultation!
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    5 m
  • Why should you have a Financial Power of Attorney?

    Why should you have a Financial Power of Attorney?
    Oct 27 2022

    When considering planning for your retirement or the future of a loved one, a common question may arise: Why should I have a Financial Power of Attorney? 

    Having a Financial power attorney in place with an insurance policy if something should go wrong is a solid plan and we are going to tell you why.  Ryan Begley Benefits Specialist sits down with Eric Baker, Elder Law Attorney to discuss what a Financial Power of Attorney is, what it does, and how it can help you in that type of situation if something should go wrong. 

    Stay tuned for more!
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    3 m
Economía Finanzas Personales
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