Row of small American flags on a green lawn

Ray McGinnis

74 Biggs Lane
South Shore, KY 41175

Phone:

(740) 353-2628
Toll Free: (888) 353-2001

Fax:

(740) 353-2008

E-mail:

rmcginnis@planmembersec.com

Calculators

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Contact Us

Please feel free to contact us with any questions.

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Financial Services Representative

Welcome and thank you for visiting!

My mission is to help individuals develop financial objectives, and achieve those objectives through various financial products and investment services that are designed to meet their present and future needs.

My goal is to help you make informed decisions about issues that affect your financial well being so you can achieve financial freedom.

I hope you find this site informative and useful. Feel free to contact me if you would like more information about a particular product or service.

I look forward to hearing from you.

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Newsletters

Test Your Knowledge of Estate Planning

Taking this quiz may help increase understanding of estate planning.

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Whats in Your 401k?

Contributing to your 401k can be a big step toward a more comfortable retirement, but its important to understand exactly what you are getting for your money.

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Eight Ideas for Smarter Holiday Shopping

Offers practical holiday shopping tips to save time and money.

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Separately Managed Accounts: Tax-Efficiency and Tailored for You

With SMAs, investors have the flexibility to fine-tune their asset allocations for their own unique circumstances and better manage their tax liability.

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Calculators

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

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