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Our Services

We are here to help guide you through the often overwhelming process of creating an insurance and financial blueprint. 

We will work with you to: 

  • Review your individual situation and personal objectives.
  • Analyze and review your needs.
  • Develop and implement a strategy to help you achieve your goals.
  • Coordinate your financial activities.
  • Monitor progress and provide ongoing service as your needs and situation change over time.  

 

Business Succession and Exit Planning

A lifetime of work goes into the development of a successful business, often making it a client’s most valuable asset. An estate plan should be in place to protect that asset and ensure its viability and value long into the future. McKenna Financial can offer innovative strategies for the continuation of the business that address the needs of each family member.

Executive Benefits

Most successful businesses employ talented executives whose contributions to the bottom line are critical. It is essential to attract and retain high-caliber people. We can suggest a variety of benefit packages that effectively retain key employees as well as attract new ones.

Philanthropic Planning             

We help clients look at the benefits of a charitable giving plan designed to meet personal goals and achieve philanthropic objectives.  

Wealth and Asset Protection

McKenna Financial can identify a variety of financial strategies and retirement income plans that can help clients accumulate assets for the future, such as business-related non-qualified deferred compensation plans, qualified retirement plans, and other instruments. We may also offer techniques to help shield your business and personal assets from liabilities or life events. In addition to death benefit protection, this can help safeguard asset transfer to children and grandchildren.

Estate and Legacy Planning

A well-engineered estate conservation plan can minimize tax liability and ensure that loved ones are protected. Our firm works with clients and their professional advisors to analyze their current financial status and assess the potential impact of state and federal taxes on a client’s estate. Using this baseline, we develop and suggest strategies that will meet planning goals in coordination with personal philosophies and family needs.