Eric McGinley

Behavioral Financial Advisor & Certified Retirement Plan Fiduciary Advisor

Role
Behavioral Financial Advisor at Usa Financial
Location
Falls Church, VA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Eric McGinley

Eric McGinley is an investment advisor representative of, and securities and advisory services are offered through USA Financial Securities. Member FINRA/SIPC. A Registered Investment Advisor located at 6020 E. Fulton St. Ada, MI 49301. POV Wealth is not affiliated with USA Financial Securities. I help in 2 areas: Retirement Planning and Corporate Retirement Plans. Retirement Planning: Using our proprietary Officials Way process, I help individuals strategize how to invest for and in retirement, so that they don\'t run out of money and can live a life of purpose. Complimentary Meeting: https://calendly.com/ericmcginley/discovery Corporate Retirement Plans: As a FIDUCIARY plan advisor I help business owners create and manage an optimum Retirement Plan for their employees and their business ensuring that they confirm to the complex regulations surrounding this area. Contact me at 57••••••19 or e••••••••@POVWealth.com

Experience

  1. Behavioral Financial Advisor

    Usa Financial

    Jul 2022 — Present · US

    It’s not how much you make but how much you keep, which is a philosophy that we carry over into creating tax efficient strategies for retirement to maximize your money’s longevity. The Official’s Way, is our proprietary process to assist you in living your life to the fullest with purpose! We help people find money they are losing UNKNOWINGLY and UNNECESSARILY. We do this in 6 areas- Taxes - How they pay for their house - How they pay for their children’s education - How they pay their student loans - How they fund their retirement accounts - How they pay for major capital purchases like CARS, WEDDINGS, VACATIONS etc. Do you know the answer to the 4 most critical financial questions- Do you know what rate of return you need to earn for you to live like you live today adjusted for inflation and have your money last to life expectancy- Do you know how much you need to save each year to make sure you will have enough- Do you know how long you will have to work before you can stop and have your money last to your life expectancy- Do you know how much you will need to reduce your future lifestyle to keep from running out of money?

Education

  • The University of Western Australia

    BSc (Honors), Chemistry

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Eric McGinley — Behavioral Financial Advisor at Usa Financial in Falls Church, VA, US | Unifers