Michael McLenigan (CFP®)
Michael McLenigan focuses in the
following client markets or areas of practice:
- College/Education Planning
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- College/Education Planning
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
Planning Specialties
Our goal is to have a personalized financial plan that projects the client’s financial well being for their life. We help our clients consolidate and organize their financial affairs to lessen this worry. Once this is in place we are able to design a unique investment portfolio that will help achieve the client’s goals. We incorporate all client assets including employer retirement plans and real estate holdings. We review this plan with our clients at least annually and we update the plan as needed, since we all live in a dynamic world.
Additional Information
Persona Data: Michael McLenigan earned a degree in Finance from Virginia Tech in 1986 and an MBA from Virginia Tech in 1995. He is active in the community primarily in support of his three teenage children. Michael is an active member in his church, is a boy scout leader and a track and cross country coach.
NAPFA Start Date
April 08, 2005
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