The McIlroy Financial Group

The McIlroy Financial Group Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. Member FINRA/SIPC.

The McIlroy Financial Group, a financial advisory firm specializing in succession, estate and investment planning for small business owners and corporate executives. finra.org sipc.org. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financia

l may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

09/02/2026

When was the last time you updated your will?
09/02/2026

When was the last time you updated your will?

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

Many people stop being "and-a-half" around age 12. But at age 50, "and-a-half" makes a comeback.
08/26/2026

Many people stop being "and-a-half" around age 12. But at age 50, "and-a-half" makes a comeback.

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

Recovery. Recession. Gross Domestic Product. Learn the language of economic cycles.
08/19/2026

Recovery. Recession. Gross Domestic Product. Learn the language of economic cycles.

Understanding the economy's cycles can help put current business conditions in better perspective.

If you died, what would happen to your email archives, social profiles, and online accounts?
08/12/2026

If you died, what would happen to your email archives, social profiles, and online accounts?

If you died, what would happen to your email archives, social profiles and online accounts?

Terrible or wonderful; Could a variable annuity be right for you?
08/05/2026

Terrible or wonderful; Could a variable annuity be right for you?

Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about if annuities are right.

The investments you’ve made in your life so far have helped prepare you for the future. We can help, too.
07/29/2026

The investments you’ve made in your life so far have helped prepare you for the future. We can help, too.

You’ve made investments your whole life. Work with us to help make the most of them.

Worried about passing your wealth to a troubled adult child?There are strategies that can help.
07/22/2026

Worried about passing your wealth to a troubled adult child?There are strategies that can help.

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

Medicare and Medicaid are two terms that seem interchangeable, but aren’t. Learn more here:
07/15/2026

Medicare and Medicaid are two terms that seem interchangeable, but aren’t. Learn more here:

The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.

The latest insights from the 2026 EBRI Retirement Confidence survey are available! See how your confidence stacks up fr...
07/08/2026

The latest insights from the 2026 EBRI Retirement Confidence survey are available!

See how your confidence stacks up from retirement readiness to social security reliance. Do any of these stats seem surprising as you think about your retirement journey? If so, feel free to tag and share 📣

Address

1745 Shea Center Drive
Highlands Ranch, CO
80129

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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