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
What Rate Would I Need to Earn on My Savings?
Work backwards from your savings goal to find the rate of return you'd need to get there.
Should I Accept a Free Credit Lock?
Learn the ins and outs of credit locks, freezes, and more.
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
Managing Money as a Couple
Keys to preparing to grow wealthy together.
Retiring Wild: National Parks and You
Get ready to enjoy America’s national park system with this helpful article.
When Does Your Personal Car Become a Commercial Vehicle?
At what point can you call a personal vehicle commercial?
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Learn more about women taking control of their finances with this infographic.
What To Do When Your Income Reaches 7 Figures
Preserve your high net worth with these foundational tips.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
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Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
College Savings
See how much you may need to save now to cover future college costs for your child.
Debt vs. Investment
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
Should I Buy or Lease an Auto?
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
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It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Consider These 3 Things Before Driving Off the Lot
Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.
Top 5 Things to Tell Your Financial Pro
Here are the top 5 things your team may want to hear.
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Coaches
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.