The Established Plan offers a robust suite of financial advising services, designed to help you navigate your financial journey with confidence and security. This plan provides comprehensive support for all aspects of your financial life.

$139.99 Per Month, Plus $100 Retainer

✅ Wealth Advising 

✅ Financial Advisor 

✅ Emergency Funds Management

✅ Trust and Estate Planning

✅ Portfolio Construction

✅ Banking/Savings Solutions

✅ Affiliate Insurance Services

✅ Retirement Planning

✅ Tax Preparation

✅ Detailed Reports & Graphs

 Or, 1 Year Retainer - $700.00 

At McIntyre Financial, we believe in empowering the next generation with the tools they need for a bright financial future. That’s why we’re offering free budgeting services to the youth in our community! Our goal is to provide young people with a fresh start, helping them build strong financial habits, manage their money wisely, and set a solid foundation for success. Whether it’s creating a budget, understanding expenses, or planning for future goals, we’re here to guide and support. Let’s work together to create a financially secure tomorrow!

                                                  Fee $0.00!