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PRIORITIZING YOUR RETIREMENT

about US

Learn about our client-focused approach.

OUR SIMPLE AND EFFECTIVE PROCESS

McKague Financial is focused on helping clients craft the perfect retirement strategy based on their specific goals and needs. Through our strategic planning process and client-focus, we consistently put the client first and really listen to their needs and wants. Our goal is to help others create a retirement they have always wanted. When you succeed, we succeed.

Our process.

discover

During this phase we seek to answer:

  • What does retirement look like for you and your family?
  • What do you picture for your legacy?
  • What products and services do you want to know more about?

plan

During this phase we will:

  • Develop a strategy for your retirement goals.
  • Discuss all of the options that could function well for you.
  • Talk specifics about your case and where money could be allocated.

implement

During this phase McKague Financial will:

  • Enact all parts of your retirement plan.
  • Monitor your growth and ensure your plan is hitting all the marks.
  • Continue to follow-up with you on your progress and any changes to consider.
get started with our process

Meet our team at McKague Financial

meet our team

Gina McKague
owner & founder
about gina
Amerigo G. Valeri
Financial Retirement Specialist
about amerigo
Robert Valeri
Financial Retirement Specialist
about robert

Women & Wealth Services

McKague Financial also offers specific 'Women & Wealth' financial services

check back soon for our women & wealth resources

Optimize your
  wealth Achieve your
 goals Protect your
  dreams

begin the process today

Optimize your wealth Achieve your goals Protect your dreams

Schedule an appointment
have a question? ask us
Gina McKague
owner & founder

Gina McKague’s life is built on faith and heart. As a mother and successful career woman, Gina leads with her faith followed by her connection and compassion for others. Like most Americans, Gina works daily to find the perfect work-life balance, especially with three daughters. Gina regularly contributes to the financial curriculum where her daughter attends school, teaching students about credit, balancing a checkbook, and preparing for their future early.

For over two decades, Gina has been helping generations of families successfully prepare for the future. She truly values the relationship with her clients and looks forward to seeing them all each year at her annual client events and hearing how their year has been. This is truly the most rewarding part of her career, she loves to help others turn their dreams into a reality and ensure her clients live their retirement years to the fullest.

Gina regularly contributes to many publications, including, U.S. News and World Report, Chase.com, Yahoo Finance, LifeHealthPro, and more. She also travels across the country to present to other financial professionals on the power of the female audience. She loves to empower other women!

Amerigo G. Valeri
Financial Retirement Specialist

Amerigo is often asked where his name comes from; he is proud to tell others that he gets the name from his Grandpa, a great man. He feels as though carrying the legacy of his name goes hand in hand with helping families carry on their legacy as well. It is not surprising that Amerigo treats every person who walks into his office like a member of his family. His life goal is to ensure his wife and children are always protected and cared for, thus he finds it easy to put himself into clients’ shoes and help them protect what they care for.

Preparing financially for the future is in the Valeri family DNA. Amerigo’s father was a prominent financial and retirement planner for over three decades in the Metro Detroit area. Amerigo watched how his dad treated his own clients, and learned much from those actions. learned much from his dad’s actions and watching how his dad treated his clients. Amerigo lives by the words of the great Dr. Seuss: “Sometimes you don’t know the value of a moment until it becomes a memory.”

Robert Valeri
Financial Retirement Specialist

Robert, often called Bobby, is the second oldest of five children and has been in this industry pretty much since birth. He was named after his father, also named Robert Valeri, who was a prominent financial professional in Metro Detroit for over three decades. Bobby jokes that the first word he ever said was ‘savings’, but in seriousness, he learned a lot from his dad’s dedication to his career. He looks forward to teaching his clients, listening to their retirement goals, and strategizing with them.

An avid hockey player and fan, Valeri enjoys playing and coaching his kid’s teams. He hopes to instill the same values in his children that his father instilled in him: purpose and commitment. When Valeri isn’t working and playing hockey, he enjoys traveling the world. His family is extremely important to him!

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