McCrary Stone Financial Solutions
McCrary Stone Financial Solutions provides a service to its clients by helping individuals ensure they are educated to know the year their retirement funds will expire. Our goal is to assist our clients in extending their retirement funds through setting a retirement budget, identifying paths to increase available retirement funds, and determining the actual date they can being retirement. In addition to working with individuals, we work with businesses to ensure their employee retirement plan is aligned with the companies tax, budget, and savings goals and their buy/sell agreements are properly funded. McCrary Stone Financial Solutions is comprised of uniquely qualified individuals with the ability to address the diverse needs of every individual.
Based in Texas, McCrary Stone Financial Solutions is an affiliate of Platinum Wealth Solutions of Texas, LLC, Michigan Financial Companies as well as a member of the John Hancock Financial Network (JHFN), a national network of independent firms.
Brent McCrary CLTC, LUTCF