Suite of Services

It’s no accident that many high net worth people are very family oriented. Maximizing your family’s financial wealth doesn’t happen by accident either.

Almost all individuals face complex questions about how to optimize their financial wealth and ensure the security of their families’ futures. We work with you one-on-one to help you identify financial strategies that can help you accumulate assets for the future, shield your business and personal assets from liabilities, and safeguard asset transfer to children and grandchildren.

Insurance

Many people think that life insurance is only for people with families. While it is true that life insurance can help provide for the needs of dependents, life insurance also can be an important part of a well-thought-out estate, business succession or charitable giving plan. And permanent life insurance offers many living benefits as well, such as tax-deferred cash value accumulation. For all of these reasons, life insurance can be important for someone starting out – or for someone who's starting over.

Long Term Care

Long-Term Care Insurance is still a relatively new type of insurance product. Many people do not understand what long-term care insurance policies cover, how and when the policies pay benefits, and who should obtain coverage.

Disability Insurance

We can arrange access to a number of the world's premier insurance companies. This can help you with the ability to generate income until retirement years - income is your most important financial asset and is the hinge that all of your future plans are based on.

Investment Strategy

These days, nearly everyone has investments, yet few people have an investment strategy. At McKenna Financial, we work closely with our clients to create investment strategies based on the client’s goals. A good investment strategy begins with clarity of purpose: Who will use the funds? When will the funds be used? Why are the funds needed? Building an investment strategy involves reasonable expectations of return coupled with an appropriate tolerance for risk. Often times, this process involves looking beyond the traditional three asset classes of stocks, bonds, and cash. Having investments is not the same as having an investment strategy!

Financial
Planning

A comprehensive financial analysis of assets, liabilities, cash flow and investments helps us identify a clear path to our clients’ prosperous futures. We’ll craft a detailed financial plan that helps you have the right wealth accumulation and preservation strategy in place to achieve your long-term investment objectives. More importantly, we continuously monitor and adjust our client’s financial plans to ensure that they remain aligned with their stated objectives.

Calculators