Specialty:
“Wealthnest Planners is a local, independent financial firm and believes that recommendations are best tailored to each client’s situation. Michael B. McGinley is the founder of Wealthnest Planner. He has over 20 years of experience in tax and financial services. He holds Series 7, Series 24, and Series 66 licenses and is licensed in life and health insurance. The team at Wealthnest Planners prides itself on independence, devoid of any extensive corporate agenda. The Wealthnest Planners team of advisors includes specialists in various areas, such as retirement planning, investment management, tax planning, and estate planning. As a result, clients have seamless and continual access to all team members, allowing them to benefit from their collective expertise.”
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