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Personalized Retirement Planning Guided Wealth Portfolios (GWP) Technology + Advisor in One Tool Your Trusted Financial Partners

Jack McGuff is a CPA, attorney, and CERTIFIED FINANCIAL PLANNER™ Professional who combines his disciplines to offer a comprehensive approach to financial and retirement planning. 

 

Jack works with employees in the petrochemical industry and their families as they prepare for one of life's biggest transitions. He and his team can assist you with the many questions surrounding retirement including: 

• When is the right time to retire?

• When should I claim social security? 

• Should I roll over my 401(k)?

• What are my healthcare options?

• How can I minimize taxes during the retirement process?

If these questions are important to you, please contact us today and let's get started. 

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Your initial consultation is free of charge. Leave us your contact information and we will reach out to you within 24 hours.  

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Petrochem Retirement Advisors and LPL does not provide legal or tax advice or services. Please consult your legal or tax advisor regarding your specific situation.