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Posts Tagged: Financial advisors

Why your parents’ financial advisor may not be a match for you

Posted 8:26 pm by Matt McKay & filed under Financial Planning, Investments.

Your parents probably handled your finances growing up. They made sure you had what you needed, kept you from going off the money rails, and maybe even taught you about the inner workings of the financial household. Then at some point, you took over that responsibility. Your parents set you free to make your own Read More

What to expect: Meeting with a financial advisor for the first time

Posted 2:04 pm by Matt McKay & filed under Financial Planning, Investments.

man with notebook

First things first: If you’re looking to hire a new financial advisor, interviewing a few prospects is a must do! How else will you know if she/he is the right fit? This is a relationship business, after all. You need to have confidence in the person managing your investments, feel comfortable with them, and get Read More

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Information provided is for educational purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Accordingly, the publication of McKay Wealth Management Group, LLC’s web site, newsletter or blog on the Internet should not be construed by any consumer and/or prospective client as McKay Wealth Management Group, LLC’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.