Wealth Builder Program

Empowering the Next Generation of Family Wealth Management

ABOUT OUR PROGRAM

At McFee Financial Group, we understand the importance of preparing the next generation for financial success. The Wealth Builder Program is designed with a mission to empower young families and heirs with the knowledge, tools, and confidence they need to manage their financial future. Our vision is to become a trusted resource for personalized, reliable, and customized financial advice that supports their long-term goals.

WHAT WE OFFER

• Ask us Anything!: Whether you prefer text, call, virtual, or in-person meetings, our team is always available to provide guidance and explore your financial questions, no matter how big or small.
• 30-Minute 2nd Opinion: Schedule a complimentary consultation to review your current strategy and get tactical planning tools to help improve your financial picture
• Employer Offerings: Comprehensive assessments of employer-sponsored retirement accounts to maximize benefits and long-term growth. Assistance in aligning employer benefits with your family’s actual needs to ensure financial well-being.
• Generational Family Wealth Plan for Young Families: Tailored plans that align with family goals, focusing on both immediate needs and future aspirations.