Bringing peace to your finances so you can focus on what matters most.
Faith-based financial services for retirement income, growth, long-term care, legacy planning, and more.
We don’t separate Faith and finances.
At McCluskey Financial, we craft custom retirement solutions for you that bring clarity, confidence, and lasting peace — all while staying aligned with what matters most. Value-driven strategies for your family, because it’s who we are.
-
While I understand this may isolate some, it’s my personal conviction that I ought never to separate what I believe from any part of my life. I cannot be faithful on Sunday, but not in the workplace.
Because of exactly that, all solutions proposed are fully in line with Christian moral, social, and financial teaching. Simply put, if we believe that any strategy or action would, in any manner, to any extent, compromise that, it will not be proposed.
For that reason, Faith is not a side note; it is present in every part of the process.
We want you to feel understood and deeply cared for.
A strong retirement setup is only a piece of the puzzle. We want you to trust in who is behind it and how it’s executed — through clarity, transparency, and real, heartfelt communication.
Who you’re partnering with.
Hi, my name’s Daniel – A Catholic, husband, and father.
It was during the summer before my senior year of college that I realized I wanted to do something a little different. I was studying Industrial Engineering with a track focus in Economics and Finance at the University of Illinois at Urbana-Champaign and had just started my first internship, but I wanted more…
Peacemaker Process
The Peacemaker Process is our step-by-step approach to bringing order, clarity, and confidence to your financial life. It begins with understanding you — your goals, values, and what truly matters most. From there, we educate and collaborate, designing strategies that fit your unique situation instead of forcing you into a one-size-fits-all plan. And once your strategy is in place, our work doesn’t stop there — you’ll receive ongoing support, regular reviews, and continued guidance as life evolves. It’s a process built for clarity today and peace of mind for years to come.
Our YouTube Channel
Check out some of our videos below. Viewed over 350,000 times!
Watch
How Many US Retirees ACTUALLY Have $500K or More?
Watch
Retiring With a Pension and Social Security - 3 Things You NEED to Know!
Frequently Asked Questions
-
Our ideal clients are typically U.S. residents who are within 10 years of retirement that are searching for peace of mind. With that said, we don’t make it mandatory to fit this exact criteria to benefit at this time.
Whether you’re well into retirement, close to it, or just kicking off your career and simply want to build a secure foundation for the future, we’re happy to walk alongside you!
-
When we work together, everything starts with understanding you — your goals, your values, and what you’re truly trying to accomplish with your money. From there, we’ll walk through our Peacemaker Process, a step-by-step approach designed to bring clarity and confidence to every decision.
Throughout the process, our focus is twofold: education and understanding. You’ll always know why a strategy makes sense, and you’ll never be left wondering what’s next.
Once you become a client, the relationship doesn’t stop there. You’ll receive ongoing guidance, regular check-ins, and access to trusted partners when specialized expertise is needed. My goal is simple — for you to feel confident, cared for, and supported every step of the way, grounded in real data and well-tested solutions, not just good intentions.
-
If we’re a good fit to work together, you’ll receive a thorough audit of your current retirement position, a clear understanding of the risks you’re exposed to, and a step-by-step blueprint to put you in a stronger spot to achieve your goals.
The strategies I personally implement are not securities — they are insurance-based solutions designed to provide guaranteed retirement income, tax-advantaged growth, and protection from market losses. At the same time, however, every audit, fix, or recommendation built specifically for you is carefully double and triple checked by a dearly trusted partner of mine who is a fiduciary, certified financial planner, and best-selling author. We also have other trusted partners for estate planning and more who subscribe to our risk-mitigating philosophy here at McCluskey Financial. In the end, it's us personally or a close partner who has you covered in any areas you need.
-
No money from any client is ever paid directly to me or McCluskey Financial. Instead, we’re directly compensated by the organizations we work with when — and only when — together we conclude bringing your business to one of them is appropriate. This means every meeting, consultation, and review is completely free of charge to you.
My goal is to provide clarity and peace of mind without hidden costs or surprises. You’ll never receive a bill from us for our time together.
-
If you’re local to the Phoenix area, I’m more than happy to meet in person. That said, most of the families we serve are spread across the United States, so my process is designed to work seamlessly in a virtual setting. Whether we meet face-to-face or over Zoom, you can expect the same level of clarity, communication, and support.