Financial services for your retirement needs

McNamara Capital Investment Group, LLC is dedicated to helping our clients with the products and services to reach your personal retirement goals. Whether you’re looking for a growth-based strategy or a better-protected portfolio through financial products, we’re here to help.

We offer the following services to help work toward those goals.

Retirement Income Strategies

With thousands of baby boomers retiring every day, some of the top questions on their minds are, “How can I generate an income to last for the rest of my life?” and “How do I protect myself from longevity risk?” We provide solutions and answers to these common questions. At McNamara Capital Investment Group, LLC, our retirees feel more confident in knowing their income will last for the rest of their lives.

Investment Management

Financial technology is developing at a rate like never before. With the tools and resources available today, we can better provide smart portfolio management that has, historically, never been possible like it is right now. Our money management is intelligent, proactive, and simple.

IRA/401(k) Rollovers

There are more options today than in history for your IRA funds or 401(k) qualified dollars. At McNamara Capital Investment Group, LLC, we provide various options to help grow and protect your retirement dollars. A tax-free rollover may be simpler than you thought possible.

Tax Planning

Understanding your taxes is probably more important when you retire than any other time in your life, because it can reduce your lifetime income significantly if not handled correctly. At McNamara Tax Advisory Group, LLC, we help you better understand your taxes and how retirement and financial decisions can affect you and your taxes.

Retirement planning in Chicago, Illinois.

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