Financial Planning for Success

McKenney Financial Group Value Proposition

Our Process:

Work with you to discover and refine your financial goals and objectives

Take an objective look at your current situation, where you are today in terms of assets, liabilities, and other relevant factors

Develop and implement a strategy that positions you for a successful financial future

Monitor and adjust your plan to support your long-term financial success

Financial Plan

Excellence in financial planning is the foundation and roadmap of your future financial success. We work with you to develop practical well considered plans. Your custom financial strategy provides a pathway toward achieving your financial goals.

Investments

We follow a prudent and comprehensive methodology for wealth management. We provide our clients with a range of exceptional wealth management strategies to meet their unique requirements. This includes access to world class money managers and wealth accumulation portfolios.

Risk Management

We effectively manage risk through strategic positioning and the implementation of custom solutions. With access to an expansive range of products and services, we design appropriate solutions and strategies to protect our clients.

Tax Plan

Tax planning is a key component to successful wealth accumulation, so we implement a tax triangle strategy to give our clients the best chance of success. Through tax deferred, tax managed, and tax favored solutions, we seek to enhance client outcomes.

Retirement Plan

Retirement scenarios are as unique as individual clients. Assets, liabilities and personal life goals, are factors we consider in developing a custom financial retirement plan.

Estate Plan

A legacy and estate plan should express the unique wants and needs of a client. We guide our clients through the estate planning process working in concert with their estate planning attorney.