McNary Financial Planning
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Minimum client assets required: $100,000
Minimum client income required: $100,000
Offering advice since: 2007
Areas of focus:
- Business planning
- Educational Planning
- Life Planning
- Portfolio Management
- Real Estate
- Retirement Planning
- Stocks and Bonds
- Tax Planning
Further information about Judy McNary:
McNary came to financial planning following a successful career in high-technology. She co-founded two software companies and was awarded top honors by Entrepreneur Magazine. She understands as few others can the resilience and perseverance entrepreneurs need to succeed.
She began managing investments twelve years ago and opened her firm after earning her M.S. in Personal Financial Planning. McNary contributes regularly to personal finance articles in the Wall Street Journal, Consumer Reports, Investment News, and other publications. She is a member of NAPFA, ACA, and MENSA.
Married with a daughter and twin sons, McNary is active in her community. For over ten years she has volunteered as a scuba diver for the Downtown Aquarium in Denver. She has coached youth sports and volunteered as a Girl Scout leader and math tutor. She's an avid skier and tennis player who strives to make the most of each day in Colorado.
Compensation and Fee Structures:
Fee only. NO Product Sales. No Commissions.
Fee is calculated using a formula based on income, net worth, and the complexity of your finances.
Licenses, Certifications & Affiliations:
Certified Financial Planner
Financial Coach for The Invested Life
National Association for Personal Financial Advisors
Alliance of Cambridge Advisors
McNary FInancial Planning is a Registered Investment Advisor in the State of Colorado.
Series 65 License
MS, Personal Financial Planning (College for Financial Planning)
MBA - Finance (University of Colorado)
BA - Economics/Computer Science (University of Colorado)
Will provide references upon request?
Further information about McNary Financial Planning:
(Size of firm: 0-9 advisors)
McNary Financial Planning provides fee-only comprehensive financial planning to families, professional women, and entrepreneurs seeking financial independence. Clients are families facing the dual challenges of college and retirement funding. They are professional women who want solid retirement plans that don't require compromising current lifestyles, and they are entrepreneurs passionate about creating successful companies from their dreams. Located in Broomfield, her firm serves clients throughout the Boulder/Denver metro area.
To provide the highest-quality personal service, founder Judy McNary has opted to keep her firm small. Client consideration is based not on net worth but by the desire for financial growth. Prospective clients embrace the concept that money alone is not enough; it must be partnered with one's goals and values to create a rich, fulfilling life. McNary guides her clients through a planning process that integrates investments, taxes, budgets, estate planning and real estate to construct a plan tailored to meet their goals. Fee-only eliminates conflicts of interests that exist with stockbrokers or advisors who work on a commission basis.
Contact Information for Judy McNary
Phone: (303) 410-1745
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Address for Judy McNary:
14597 Benton Street
Broomfield, CO, 80020
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