What We Do For You

Retirement Planning

Retirement is a time in your life you should enjoy and not stress over. A common concern with many is the fear of running out of money, but good news, we're here to help diminish that fear. A retirement plan is not a one-size-fits-all. You need a retirement strategy that is based on your unique lifestyle so you can proactively work toward a comfortable, stress-free retirement.

Investment Management

We're committed to delivering quality 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!

Legacy Planning

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 that will keep your family protected!


Tax Strategy & Minimization

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

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.

Wealth Management

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 and get you closer to reaching them.

Plan Today To Create A Better Tomorrow

You'll Thank Yourself Later.

Choosing Not To Work With An Advisor

can be

  • Stressful
  • Hard
  • Time Consuming
  • Confusing
  • Draining

Working With A McKinney Advisor

you will

  • Get Expert Advice
  • Reach Your Goals Faster
  • Feel More Prepared
  • Gain Confidence
  • Make Better Financial Decisions

Request A Meeting With Us Today!

A financial plan is not a one-size-fits-all. Your lifestyle is much different from others, so it's important you develop a customized plan that's suited for your unique lifestyle. At McKinney Capital Management, we will be with you every step of the way helping you make the best decisions for yourself, answering your burning questions, and keeping you updated throughout your financial journey.