McGinley Financial Advisory, LLC
20325 North 51st Avenue
Suite 5-134
Glendale, AZ 85308
Income Solutions for Retirees
We specialize in providing income solutions for retirees.
We may be able to help you if:
- You are retired or are planning retirement in the next five to ten years, or
- You need assistance generating income from a portfolio, or
- You are looking for a lower cost alternative to your current advisor or broker, or
- You tend to be a more conservative investor looking for reasonable returns
while managing risk
If any or all of these are concerns to you, perhaps we can be of service.
Why Choose Us
The firm typically works with affluent families with $1 million or more in investable assets and net worths of $2 to $5 million. Since our inception, we have had over a 95% client retention rate and 90% of new clients have been referrals from existing clients.
We believe we can serve you well by providing:
A Higher Standard
As an investment advisor, our firm has a fiduciary responsibility to you. This means we will put your interests ahead of our own.
Better Service
Have you ever left a message for a business person and not heard back from him or her? Or you do finally hear back days or weeks later?
At MFA, we strive to respond to your requests promptly. In almost all circumstances, we return your phone calls and email requests the same day. In addition, we try to be very proactive in anticipating your needs.
Quality Advice
True independence has many benefits for the investor. MFA is an independent, fee-only firm. We have no requirements to sell any in-house or preferred products or to advance some large corporate agenda. Our independence enables us to provide high quality and objective advice.
A True Value
We are committed to providing an excellent value to you, our client. The unfortunate truth is that many investment product salespeople recommend products laden with inappropriately high fees. Oftentimes, such fees are hidden and not fully disclosed. MFA’s fees are fully disclosed, and we feel are a good value.
MFA’s primary custodian is Fidelity Investments. Utilizing a high quality, low cost brokerage firm allows you to save substantial amounts in commissions and fees.
A Unique Investment Management Process
MFA will help you develop a portfolio based on your unique goals and objectives, your risk tolerance and your financial situation. We believe we add value to the investment management process by taking a forward-looking view of the markets. We make reasonable assumptions of likely asset class returns over a five to seven year period and make necessary adjustments as needed.
Michael McGinley, CFP®
Michael has over ten years experience assisting clients.
Michael’s core focus includes:
- Assisting retirees (or those nearing retirement) develop retirement income
strategies. - Working with small business owners in professional services fields (primarily
medical professionals).
Michael earned a Certified Financial Planner (CFP®) designation in 2004. To earn a CFP® designation, one must meet rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality,
professionalism and diligence when dealing with clients.
Michael earned a Bachelor of Science degree in Finance at Arizona State University in 1999. He and his wife Kristen have two daughters, Taylor and Susan. Michael enjoys playing basketball, cooking and reading books on Austrian economics.
We look forward to your inquiry!
Please be aware that McGinley Financial Advisory, LLC has a portfolio minimum of $250,000 to accept inquiries through this directory.
