Are You Ready to Retire?

Are you contemplating, on the verge of, or just recently retired?

Are you concerned about how you are going to replace your income in retirement? Will all the money you have saved up for retirement last? How should your money be invested in retirement? Will your estate stay current and take advantage of the most recent tax law changes in retirement?

At McHenry Capital, we specialize in helping individuals plan for retirement and offer them greater certainty and peace of mind by solving these pressing concerns for them.

If you are like most Baby Boomers, you are either worried or unsure if your eventual retirement is going to go as smoothly as you have planned. Or you may not have planned at all and are now ready to get serious about dealing with this issue. In today’s constantly changing market environment, finding someone who can help you plan for and see you through retirement may be the most important decision you will ever make!

Hi, I’m Carleton McHenry, and I’ve been helping Baby Boomers retire more comfortably by working with me rather than doing it on their own.

Working with me, my clients have been able to gain much greater clarity about their retirement, better understand their various financial options, and gain deeper insight into the implications of the life choices they make before and during retirement. I successfully help Boomers cross that retirement “bridge” with less worry and trepidation. Together we implement a comprehensive program to ensure you are ready to retire when the time comes.

My business is making sure Boomers have the retirement they worked all their lives for.

I am fiercely independent and work strictly on a Fee-Only basis to ensure my clients’ best interests are always served. Please review this site in more detail to get a better understanding of how I might be able to help you.

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Where To Next?

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Is This You?

McHenry Capital works with people who are contemplating, on the verge of, or who just recently retired.

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The Program

The Confident Retirement Program (CRP) was designed to give Baby Boomers greater confidence and certainty as they approach and enter into retirement.

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Our Approach

When you work with McHenry Capital, you are hiring us to become your financial life advocate.

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Case Studies

McHenry Capital works with Baby Boomers who come to us with many of the same issues they need help with.

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