Your Financial Future
McIntee Financial is an independent financial services firm that offers investment and insurance solutions to its clients. We are based in Lakeland, FL. However, we have satellite meeting space all throughout Central Florida to accommodate our clients. We also leverage technology through internet based consultations to accommodate clients all over the country.
At McIntee Financial, we empower our clients to achieve their financial goals by utilizing low cost, risk assessed, tax-managed, and personalized investment and insurance solutions. We work with clients from a variety of financial situations to assess, plan, and implement goal based financial solutions.
To find out if McIntee Financial is a good fit for your investment/insurance needs, please contact us to set-up a no-cost consultation.
Helpful Content
Insuring Your Business With a Buy/Sell Agreement
It may help your business be better prepared in the event of the death of a principal or key employee.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Emotional vs. Strategic Decisions
Information vs. instinct. Are your choices based on evidence of emotion?
Silver Sneakers 101
Medicare’s popular program, offering free gym membership and health education.
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Investment Challenges of the Affluent Investor
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Understanding FDIC Insurance
FDIC insurance was designed to protect your deposited funds, but do you know how? This article answers that question.
Retiring Wild: National Parks and You
Get ready to enjoy America’s national park system with this helpful article.
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Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
The Power of Interest - How Long Will it take My Money to Do
Use the Rule of 72 to estimate how long it takes your money to double at a given rate.
Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
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A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
Saving for College 101
Here's a crash course on saving for college.
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.