About Us |
Ryan McNerney | President & CEO
Ryan McNerney, CFP® is the President and CEO of McNerney Financial. He has been providing financial guidance to his clients for the last 14 years. Ryan brings value to his clients with a comprehensive approach to balance life and money. He believes that better understanding leads to better decisions, and that his job is to do whatever is best for his clients and their families.
Ryan currently lives in Parker, Colorado, with his wife, Rachel, and their two young children. Ryan grew up in Parker and always knew he wanted to raise his children there. The entire McNerney family loves going on all sorts of adventures together and of course, the Denver Broncos.
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Rachel McNerney | Chief Operating OfficerRachel McNerney, CAP, is the Chief Operating Officer of McNerney Financial. Rachel is recognized by the International Association of Administrative Professionals (IAAP) as a Certified Administrative Professional (CAP).
Prior to joining McNerney Financial, Rachel worked at Whiting Petroleum and the Colorado Oil & Gas Association. Previously, she was in the hospitality industry for 10 years. Positions she held include Catering Manager, Sales Assistant, and Front Desk Manager. She received her bachelor’s degree in Hotel Management from Johnson & Wales University, Denver. Rachel currently lives in Parker, Colorado with her husband, Ryan, and two children. The McNerneys are brewery connoisseurs visiting over 140 breweries in Colorado alone. Rachel is a Michigan native, but a die-hard Denver Broncos fan and an avid football watcher. She hasn’t missed a Broncos home game in over eight years and is also the commissioner of a fantasy football league. |
Asset Protection
Retirement doesn’t mean that it’s time to stop growing. Same holds true for your money. It should mean, however, that it’s time to stop taking unnecessary risk.
We specialize in helping retirees protect their retirement assets while continuing to move forward. |
Family Legacy Planning
Many of our clients want to leave a legacy for their children and grandchildren and are shocked to learn how easy it is to double, even triple their inheritance – TAX-FREE AND GUARANTEED!
We also work with our clients and help them embrace their own mortality and be prepared for the loss of a spouse and the income burdens this can often create. |
Extended Care Solutions
Long-term care/extended care costs have gone up substantially in the last 10 years. Unfortunately, the statistics are not in our favor, a plan to address these costs should be included in every retirement strategy.
The good news is we work with hybrid insurance plans that leverage your dollar in case you need it for extended care, but remain 100% accessible for withdrawal if you don’t. |
Retirement Income
Creating an income plan to last throughout retirement is perhaps the single most important challenge retirees will face. It’s very likely to spend 30 years or more living in retirement without earned income.
We create a customized retirement income plan, encompassing all sources of income, for each one of our clients and no two plans are exactly alike. Let us get to work on a plan for you. |
We Love To Meet New People!
Contact Us
MAIN OFFICE
385 Inverness Pkwy Suite 340 Englewood, CO 80112 United States |
EMAIL
[email protected] |
CALL US
(303) 537-7948 |