What We Do For You
You make financial decisions every day – and each one has an impact. Together we can build a plan that will make you more comfortable with your financial decisions.
Other firms require clients to have a certain level of assets. That’s not our style. We see it as our job to help you build your assets.
Your best interests will always drive our recommendations. We do what is best for you.
You can expect easy-to-understand reports, detailed advice and straightforward recommendations.
From phone and email to video chat and in-person meetings, you’ll always have a quick response from someone who knows you, your needs and your goals.
We’re upfront about our competitive pricing structure.
No, that’s not our style or strategic approach to investing. We encourage our clients to focus on what they can control, like risk, having a plan, and savings vs. expense, rather than attempting to beat the market.
Our prices and fees are extremely competitive for the service and attention we provide. According to AdvisoryHQ.com, the average fee is 1.18% for assets less than $50,000.
Many of our clients come to us for advice when they are about to make a big financial decision. For example: buying a house, starting a new job, getting married, starting a family or receiving an inheritance.
The hustle and bustle of the holiday season is well underway. If getting financially organized is at the bottom of your immediate to-do’s, it’s completely understandable. But before you know it, the holidays will come and go, and we’ll be preparing to start a fresh new year. Working on those resolutions? Add increasing your financial Read More
The topic comes up quite often in conversation. People want to know why we decided to go out on our own and found McKay Wealth Management Group in the first place. In the grand scheme of things, starting our own registered investment advisory firm probably wasn’t the easiest way to continue our respective careers after Read More
In Part 2 of this blog series, let’s cover those regular estate planning to-do’s. By “regular”, we’re talking about those items that need to be reviewed, updated, and checked on from time to time. An annual check-in is ideal. Add it to your New Year resolutions list perhaps! Once you have your estate plan groundwork Read More