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Financial Planning & Investment Management

Financial Planning

At McCloskey Financial Group we support you in optimizing your greatest gifts: your talents and your time. Our expert investment advice will help grow and protect your financial assets so that you can focus on the other gifts in your life.

In this way, our approach goes beyond the ordinary. We empower our clients to focus on what they do best by focusing on what we do best -- holistic, client-centered planning. The planning process is a dynamic process. Your financial goals may evolve throughout the years due to changes in your lifestyle or circumstances. MFG will be with you through every change.

Whether you are looking for a comprehensive fresh start or are interested in a second opinion, we welcome you to meet with us. We look forward to getting to know you. 

Retirement Planning Our sophisticated planning tools help you establish goals and priorities to develop a plan for the future.

Estate Planning We work closely with estate planning professionals to preserve your estate for your intended heirs.

Family and Educational Savings We project for your family’s personal and educational needs. Education costs, elderly care and assisted living, future home purchases are all accounted for.

Insurance Solutions We work with you to discover the best insurance strategies for you. Whether it is to create leverage, build liquidity or protect income.

Budgeting and Cash Flow Analysis We provide savings-focused budgeting and liquidity management to aid in the maximization of investment growth.

Investment Management

At McCloskey Financial Group, we believe in controlling the things we can control - appropriate investment goals, risk management, and tax-aware investing. We take a disciplined approach to investing, blocking out the daily market noise and focusing on the long-term picture of our clients. As such, we build diversified portfolios that account for your entire financial position - both internal and external accounts - in order to align appropriate risk and return for your future.

Our investment portfolios are personalized for each client. Our investment suite includes the traditional asset classes of equities and fixed income as well as alternative investments such as hedge funds and private capital. McCloskey Financial Group can employ a multitude of different strategies based on the needs of the client.