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Who We Serve

Helping Hard-Working Professionals Achieve Their Financial and Life Goals

We work with hard-working professionals located in the Greater Houston area and beyond to provide them with a personalized roadmap that will guide them to where they want to be in the future.

<strong>The Hardworking Men &#38; Women of Labor:</strong><sup> </sup>Financial Planning That Gives You a Safety Net

The Hardworking Men & Women of Labor: Financial Planning That Gives You a Safety Net

Our advisors establish relationships, offering guidance to help them build enough wealth to sustain their lifestyles during retirement, even in cases where they may need to retire earlier than anticipated due to unforeseen circumstances.

<strong>Logistics &#38; Delivery Specialists:</strong><sup> </sup>Simplified Financial Planning That Removes The Guesswork

Logistics & Delivery Specialists: Simplified Financial Planning That Removes The Guesswork

We help them simplify the complex process of calculating their pensions and securing their financial future. Our straightforward financial planning approach takes the guesswork out of retirement planning, making sure that all of our hard-working clients have a clear and manageable path to a secure retirement.

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Get in touch with McKinney Capital Management to discover how we can help you achieve your financial goals together.

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<strong>Nearing &#38; Living in Retirement:</strong>&#160;Agility to Adjust Through Life&#8217;s Transitions

Nearing & Living in Retirement: Agility to Adjust Through Life’s Transitions

Life often moves faster than we expect, and major life changes can mean big changes in your financial priorities. As you face career changes, new family dynamics, health concerns or continued education, we’ll help you refocus and re-prioritize so you can reimagine the life you want and adjust as needed.

<strong>Individuals &#38; Families:</strong><sup> </sup>Revealing the Path to Your Planned Destination

Individuals & Families: Revealing the Path to Your Planned Destination

You want to provide for yourself and your family, but knowing where to start in the demands on your time and money can feel overwhelming.

Our team of financial professionals at McKinney Capital Management will remove this anxiety and plan the road ahead by taking the time to understand your goals, your needs, and your unique situation.

5 Ways to Stay Confident in Retirement

This guide takes a critical look at the finances of retirement. It talks about health care costs, income stability, and the burden of debt and is designed to help your clients know the recipe for success in retirement.

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Our Services

We provide services in a straightforward manner that’s relatable to clients, providing them with a roadmap that gives them confidence and clarity about their financial journey.

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About Us

We provide an all-inclusive financial planning service to hard-working clients, educating them on the ins and outs of their finances to help them achieve their financial goals.

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Are you ready for a different financial advisor who will support you every step of the way? Don’t hesitate to reach out today.

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