About Our Company

McCULLEY COMPANIES

"We work to understand your financial dreams and goals so we

can help provide the right solutions and products to help you

achieve financial freedom."  —Kort R. McCulley, President

 

McCulley Companies is a retirement plan consultant (firm) that focuses beyond the typical advising process. As a partner to you and your business, we utilize a six-step process to evaluate your business, understand your needs, recommend a long-term solution, and commit to ongoing education for you and your employees. Retirement planning is more important now than ever before.

 

Retirement planning is critical to your financial success. McCulley Companies focuses beyond the typical retirement planning consultant. As a partner to you and your business, we utilize a six step process to evaluate your needs. We are committed to understanding you and your company, and promise to provide long term solutions as well as educating you and your employees on retirement.

 

Philosophy

McCulley Companies focuses on the fundamentals of financial growth. Our attention to details allows us to optimize the value of your corporate retirement program.

 

Mission

Work as a trusted partner with our clients and their employees' futures, by providing our expertise in 401(k) planning and administration.

 

Commitment

Deliver significant resources with impactful solutions.

 

Contact one of our specialists today at 866.299.9944 or email us at insight@mcculleyfinancial.com.  We’re ready to help.

 

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HOW WE ARE DIFFERENT

What is your BIGGER future?  Many people find they are more successful than they anticipated and saved less than they intended.  Or they find themselves in situations that are more complex and less predictable than they could have imagined.

 

We rely upon our knowledge and experience to help you bring your core values to the surface.  We then work closely with you to reach a deeper understanding of your personal financial philosophy, your vision for the future and actions you can take to get from here to there.

 

We recognize that each investor's assets and financial goals are unique.  Whether you might be interested in socially conscious investment opportunities, tax-deferred financial products, a secure financial base for your children or wealth distribution options, we work with you to develop solutions based upon your individual financial situation.

 

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client.  We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.  McCulley Company's core business is helping clients understand what they need to prepare for and protect.

 

 

All written content on this site is for information purposes only.  Opinions expressed herein are solely those of “McCulley Financial Group, LLC”, and our editorial staff.  Material presented is believed to be from reliable sources, however, we make no representations as to its accuracy or completeness.  All information and ideas should be discussed in detail with your individual adviser prior to implementation.  

FIDUCIARY FRIENDLY.  PRUDENT ADVISORS.  COMMITTED TO CLIENT SUCCESS.