Kevin McGrady

Background

About Kevin McGrady

With many years of experience in executing financial strategies for individuals, families, and businesses, I can help provide a comprehensive roadmap for your financial future. As a member of Integrated Financial Partners, I bring together professional expertise and creative solutions to help you address your financial goals. I specialize in retirement accumulation and distribution strategies, family protection, and business succession planning. My practice is based on the philosophy of working conservatively with clients in order to work towards realistic goals. I keep clients informed of changes in the industry and in the economy so they can make educated decisions. This information exchange provides a foundation for building long-term relationships and mutual trust. Our Financial Second Opinion™ program can help you gain perspective and confidence in your financial future. I take the time to carefully listen and understand your comfort level when it comes to investing and risk management. My goal is to help you address your needs by putting together prudent investment and retirement income strategies while at the same time looking for opportunities to reduce taxes.