Mike McGee Financial Solutions, LLC

Mike McGee Financial Solutions, LLC Helping clients recover, protect and grow their retirement assets since 2001. My name is Michael S. McGee.

I am president and owner of Mike McGee Financial Solutions, LLC. I have been helping clients achieve their financial and retirement goals since 2001. I graduated from Arkansas Tech University in 1991 before I pursued a 9 year career in wholesale distribution that eventually led me to become an investment representative. I built my business in a local bank for over 7 1/12 years before I launched my

independent firm that allows me offer a wide array of products for my clients based on their needs and risk tolerance. I currently hold a FINRA Series 7,63, and Life & Health license. I am a graduate of Rogers High School and happily enjoy all the great benefits of living in the Ozarks. My hobbies are being on the water, in the woods, adventuring into places I have never been, and going to the Bass Pro Shop!

Do you have old retirement plans from your former employers? Our video offer tips on how to search for your missing mone...
08/27/2025

Do you have old retirement plans from your former employers? Our video offer tips on how to search for your missing money like a Retirement Plan Detective!

Watch this fun video for tips on how to search for missing money.

College, kids and costs.
08/25/2025

College, kids and costs.

A few strategies that may help you prepare for the cost of higher education.

Rebalancing = restoring a portfolio to its original risk profile. Are you feeling a little off balance?
08/22/2025

Rebalancing = restoring a portfolio to its original risk profile. Are you feeling a little off balance?

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

\$100 not spent is more like \$143. Intrigued?
08/20/2025

\$100 not spent is more like \$143. Intrigued?

One way to find money is to examine your current spending habits and eliminate money wasters.

There are thousands of Exchange Traded Funds available. Should you invest in them?
08/18/2025

There are thousands of Exchange Traded Funds available. Should you invest in them?

There are thousands of ETFs available. Should you invest in them?

Is your retirement portfolio subject to “sequence of returns” danger?
08/15/2025

Is your retirement portfolio subject to “sequence of returns” danger?

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

Compound interest can dramatically impact the future growth of your assets. Learn more.
08/13/2025

Compound interest can dramatically impact the future growth of your assets. Learn more.

Use this calculator to better see the potential impact of compound interest on an asset.

When a house is sold, when do you qualify for capital gains taxes? This colorful infographic covers some of the basics.
08/11/2025

When a house is sold, when do you qualify for capital gains taxes? This colorful infographic covers some of the basics.

If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.

Attention Estate Executors: Do you know about the Alternate Valuation Date?
08/08/2025

Attention Estate Executors: Do you know about the Alternate Valuation Date?

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date.

Is your Medicare card missing or looking a little worse for wear? No problem! This article will help you replace your lo...
08/06/2025

Is your Medicare card missing or looking a little worse for wear? No problem! This article will help you replace your lost, stolen, or damaged card. Read more here:

Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.

📢 What happens to your 529 account if your kids don't go to college? 🎓 With rising college costs and changing job market...
08/04/2025

📢 What happens to your 529 account if your kids don't go to college? 🎓 With rising college costs and changing job markets, more students are considering alternatives to traditional four-year colleges.

Rising college costs prompt students to seek alternatives; 529 account funds can be used for other education options.

U.S. Service Members should consider taking advantage of programs that are available.
08/01/2025

U.S. Service Members should consider taking advantage of programs that are available.

Military families face unique challenges, making personal finance even more critical.

Address

1027 S. Main Street, Ste. 302
Joplin, MO
64801

Opening Hours

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

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