Our Process

McCloskey Financial Group

At McCloskey Financial Group we provide a personalized, comprehensive approach to help our clients realize their financial and life goals.

As faithful stewards of family wealth, we believe that clients should not take unnecessary risks to achieve their goals.

The first step in reaching a goal is setting one. Once set, these goals require constant evaluation, objective advice, and sound planning. This is why our clients choose MFG. We are more than financial advisors. We are strategic partners with our clients. We work together with our clients to determine their priorities and vision of the future. Together, we create and monitor a plan to work toward their goals with confidence.

Our Planning Process

Identify Your Goals

We offer an array of financial services from retirement planning to investment management. Work with our team of experts to plan for a better tomorrow.

Develop Your Plan

We analyze your current situation and test it against your goals. Based on your risk tolerance we present an investment strategy that incorporates your needs and time horizon.

Implement Strategies

We implement your investment strategy using specific investment vehicles. We coordinate our recommendations with other professional advisors as needed.

Evaluate Progress

We not only monitor your progress, we constantly reevaluate it. Our proactive, client-centered approach means as life changes we'll help you adjust your investments to new priorities and goals that may arise.

Our Team

We have over a century of combined experience in financial services. With our knowledge and your goals, a sound financial strategy is more attainable than you might think.