Our Resources

The Nautilus Group^®

Through Meghann’s membership with The Nautilus Group^®, a Service of New York Life Insurance Company, McKenna Financial works hand in hand with an in-house team of specialists in tax, law, life insurance, accounting and charitable giving. 

Nautilus's planning process allows the Dallas-based staff to get to know you and your objectives: for family, business and community legacy.  We work with the Dallas-based Nautilus team of more than 30 insurance and financial professionals and attorneys in addition to your trusted advisors. This team approach allows us to design a customized plan that meets all your financial objectives.

Learn more about the benefits of working with a Nautilus Member Agent here.

Eagle Strategies LLC

Eagle Strategies provides us with professional oversight of fee-based financial planning and investment advisory practices and access to investment management programs.  Eagle Strategies LLC is registered with the Securities and Exchange Commission as an "Registered Investment Adviser" and is an indirect, wholly-owned subsidiary of New York Life.  Meghann is an Investment Advisor Representative (IAR) with Eagle Strategies LLC.

NYLEX Benefits LLC

Our firm works with NYLEX Benefits LLC (NYLEX Benefits) to help businesses increase value to owners while rewarding productive and loyal management teams.  Our access to NYLEX Benefits allows us to work with a team of highly skilled professionals in the legal, tax and actuarial fields to support our planning for our business clients. NYLEX Benefits is nationally recognized for their work providing and supporting supplemental executive benefits to a wide range of clients to attract top-notch executives; incentive plans that  encourage executives to stay with their businesses; and supplemental benefits that motivate long term company performance.