What We Do For You

We're committed to delivering personalized investment strategies for each and every one of our clients. Investing can be very tricky, so working with an investment advisor can not only help you understand where to invest but also be a helpful resource. We believe a good investment strategy is when ours and our client's interests line up together. Let us help you create a sound investment strategy today!

You should be in charge of where your assets end up after you're gone. Legacy planning involves planning out how you will transfer your wealth and assets to your heirs. Without a plan in place, the state will have the decision on where your assets will go...and you don't want that. Let us help you build a legacy plan for your family's future.

Tax minimization is an important component of your overall financial plan. When you work with one of our financial professionals, we'll help you incorporate effective tax minimization strategies that can help you keep more money in your pocket.

Insurance exists to protect you and your family from financial tragedies that result from unexpected circumstances. We're here to help you prepare for the unexpected by offering multiple solutions to meet your needs so you can protect your loved ones.

When it comes to your wealth, it's important to lay out a plan with a financial professional that'll help allocate that wealth towards your specific goals in life - buying a home, living a comfortable retirement, sending your kids to college, etc. Without a solid wealth strategy in place, you may administer too much of your wealth to one of these areas and neglect the other areas. At Mckinney, we get to know your goals and work out a plan that will work precisely for you as you work towards them.