Investments
Your portfolio is the building block that allows you to achieve long-term goals. We develop, implement and manage personalized investment strategies to help you optimize your assets.
Taxes
We conduct a detailed tax analysis and work closely with your CPA to create an investing plan that leverages tax efficiency and minimizes your lifetime tax bill.
Retirement
Your vision of retirement is as unique as you are. We create and implement individualized retirement plans that illustrate a clear path toward your secure and comfortable future.
Estate and Generational Wealth
Our goal is to provide you the tools to utilize and preserve your wealth. We work in tandem with your estate attorney to enact your estate plan, from charitable giving to caring for future generations.
Insurance
We perform a needs analysis to make sure you are properly insured against potential risks to you, your lifestyle and your family.
First-Year Roadmap
Take a look at our first-year roadmap to see the important financial topics we discuss during your first year with us.How We Do It
Your financial freedom is our goal, and our process is tailored to get you there. We are committed to nurturing long-term relationships and providing guidance at each step along the way.
Initial Onboarding
Our ultimate goals are to make you feel welcome and comfortable as a new client, and to address any questions or concerns you may have.
Data Gathering
We want to understand your complete financial picture. Our data gathering phase is a collaborative effort to obtain all details of your unique financial situation.
Goals Identification
What are your goals, aspirations and dreams for the future? We work closely with you to identify and develop a clear picture of what financial freedom would look like.
Analysis
We analyze all aspects of your current financial landscape and prepare customized solutions and alternatives designed to help you achieve your goals.
Financial Plan Development
Your customized financial plan is designed to address your goals, values and risk tolerance. We will provide you with recommendations for financial steps to take now and in the future.
Implementation
We help you put your financial plan into action. Through coordination with estate attorneys, CPAs and insurance professionals, we build a complete financial structure to ensure efficiency and optimization.
Ongoing Support
We are here to be your sounding board as your life evolves. From regular portfolio reviews to scheduled check-ins for updates on you, your family, and your finances, we are available to provide guidance, organization and ongoing support for years.
At McKay Wealth Management Group, we are committed to providing clarity, confidence and a clear path to achieving your financial goals through our personalized financial planning and wealth management services.