McPherson Financial Group

McPherson Financial Group We are an exclusive boutique planning firm that focuses on comprehensive financial planning services Past performance is no guarantee of future results.

Material discussed is meant for general/informational purposes only and it is not to be construed as tax, legal, or investment advice. Although the information has been gathered from third party sources believed to be reliable, neither McPherson Financial Group, nor World Equity Group can guarantee its accuracy or completeness. Please note that individual situations can vary therefore, the informa

tion should be relied upon only when coordinated with individual professional advice. Diversification does not ensure against loss. Neither McPherson Financial Group nor World Equity Group, Inc., are affiliated with the US Government or a governmental agency. They do not give tax or legal advice. You are encouraged to consult with your tax advisor, attorney and/or the Social Security Administration. This information/presentation has not been approved, endorsed, or authorized by the Social Security Administration or any other governmental agency. Annuities are generally considered long-term investments. It is intended for a person who has sufficient cash or other liquid assets for living expenses and other unexpected emergencies, such as medical expenses. A fixed indexed annuity is not a registered security or stock market investment and does not participate directly in any stock or equity investment or index. Annuities are not deposits of or guaranteed by any bank and are not insured by the FDIC or any other agency of the US. All guarantees are solely backed by the financial strength and claims paying ability of the issuing insurance company. Insurance products, including annuities, are offered through McPherson Financial Group, a licensed insurance agent in the state(s) of FL, AK, CA, CO, GA, LA, NC, NY, OH, OR, PA, SC, TN, TX, VA .

For some retirees, entering retirement debt-free provides peace of mind and reduces monthly expenses. For others, keepin...
08/26/2026

For some retirees, entering retirement debt-free provides peace of mind and reduces monthly expenses. For others, keeping a low-interest mortgage while preserving investment assets provides greater flexibility. The right decision comes down to your specific situation, not a general rule.

📌 Trusted insight. Strategic guidance. Expert financial management.
👉 Visit mcphersonfg.com or call (321) 253-2016 to speak with a financial expert.

Securities offered through World Equity Group, Inc. member FINRA and SIPC, a Registered Investment Advisor. Investment advisory services offered through Prostatis Group, LLC. dba McPherson Financial Group a Registered Investment Adviser. McPherson Financial Group, LLC and Prostatis Group, LLC are separate entities and are not owned or controlled by World Equity Group, Inc. Insurance services offered through McPherson Financial Group, LLC.

We provide custom wealth management and financial planning services to pre-retirees and retirees in Brevard County.

08/26/2026

New Podcast Episode 👉 Art McPherson discusses how credit-card balances, high interest charges, missed employer matches, and weak cash reserves can disrupt a retirement timeline.

Listen to The Art of Money wherever you get your favorite podcasts!

Schedule a consultation, today! Visit us online at www.artofmoneyradio.com

08/19/2026

New Podcast Episode 👉 Christian McPherson discusses probability of retirement success, income planning, annuities, charitable giving strategies, sequence of returns risk, and how emotions can affect investment decisions.

Listen to The Art of Money wherever you get your favorite podcasts!

Schedule a consultation, today! Visit us online at www.artofmoneyradio.com

A solid financial plan accounts for tax strategy, long-term growth, and the shifts that happen along the way. At McPhers...
08/18/2026

A solid financial plan accounts for tax strategy, long-term growth, and the shifts that happen along the way. At McPherson Financial Group, we build personalized strategies covering financial planning, investment guidance, and tax strategy so every piece of your financial picture works together.

Visit mcphersonfg.com or call (321) 253-2016 to connect with our team.

Securities offered through World Equity Group, Inc. member FINRA and SIPC, a Registered Investment Advisor. Investment advisory services offered through Prostatis Group, LLC. dba McPherson Financial Group a Registered Investment Adviser. McPherson Financial Group, LLC and Prostatis Group, LLC are separate entities and are not owned or controlled by World Equity Group, Inc. Insurance services offered through McPherson Financial Group, LLC.

We provide custom wealth management and financial planning services to pre-retirees and retirees in Brevard County.

The five years before retirement are the most important window for tax planning, from evaluating Roth conversions to adj...
08/13/2026

The five years before retirement are the most important window for tax planning, from evaluating Roth conversions to adjusting asset location. The real goal isn't just how much you withdraw. It's how much you keep.

📌 Trusted insight. Strategic guidance. Expert financial management.
👉 Visit mcphersonfg.com or call (321) 253-2016 to speak with a financial expert.

Securities offered through World Equity Group, Inc. member FINRA and SIPC, a Registered Investment Advisor. Investment advisory services offered through Prostatis Group, LLC. dba McPherson Financial Group a Registered Investment Adviser. McPherson Financial Group, LLC and Prostatis Group, LLC are separate entities and are not owned or controlled by World Equity Group, Inc. Insurance services offered through McPherson Financial Group, LLC.

We provide custom wealth management and financial planning services to pre-retirees and retirees in Brevard County.

08/10/2026

📊 July 2026 State of the Market Update

Art and Christian McPherson break down what's driving the rotation, what the Fed's current holding pattern means for your portfolio, and why corporate earnings continue to be a bright spot despite higher borrowing costs.

Watch the full update, then schedule your portfolio review.
🔗 https://mcphersonfg.com/

🎙️ Tune in weekly to The Art of Money radio show: https://mcphersonfg.com/radio-the-art-of-money/

Securities brokerage services offered through World Equity Group, Inc. Member FINRA/SIPC and a Registered Investment Advisor. Advisory services offered through Prostatis Financial Advisors, Group. and is neither owned nor controlled by World Equity Group, Inc. Prostatis Financial Advisors, Group and World Equity Group, Inc, are independent companies Investment advisory services offered through Prostatis Group, LLC.

08/05/2026

New Podcast Episode 👉 Art McPherson and Coach Julie share stories about travel, family, marriage, vacations, and life on Florida’s Space Coast.

Listen to The Art of Money wherever you get your favorite podcasts!

Schedule a consultation, today! Visit us online at www.artofmoneyradio.com

07/29/2026

New Podcast Episode 👉 Art McPherson discusses SpaceX, portfolio diversification, annuities, retirement income strategies, and market momentum. Plus, Art shares stories from spending time with Bill Murray at the Caddyshack charity golf tournament.

Listen to The Art of Money wherever you get your favorite podcasts!

Schedule a consultation, today! Visit us online at www.artofmoneyradio.com

07/28/2026

Trump Accounts are new, and a lot of families on the Space Coast are just now hearing about them.

In this Ask The Experts segment, Christian McPherson breaks down Trump Accounts, a new tax-deferred savings option for minors 18 and under, how the government seeds eligible accounts with $1,000 for children born between January 1, 2025 and December 31, 2028, and why setting one up now could make a real difference for your child's financial future.

📌 Trusted insight. Strategic guidance. Expert financial management.
👉 Visit mcphersonfg.com or call (321) 253-2016 to speak with a financial expert.

Securities brokerage services offered through World Equity Group, Inc. Member FINRA/SIPC and a Registered Investment Advisor. Advisory services offered through Prostatis Financial Advisors, Group. and is neither owned nor controlled by World Equity Group, Inc. Prostatis Financial Advisors, Group and World Equity Group, Inc, are independent companies Investment advisory services offered through Prostatis Group, LLC.

Address

3159 Alzante Circle, Suite 101
Melbourne, FL
32940

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 2pm

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