Services

How We Work

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

Investment Service Review

Reviewing your investments and designing a portfolio appropriate to your needs
Frequent meetings to review, evaluate your investment performance, update your financial objectives and make changes when necessary

Tax Management Planning

Work with your CPA to ensure you are maximizing tax savings strategies
Recommendations of tax solutions including tax advantaged investments

Retirement Income and Distribution Planning

Analysis of your income needs now and in the future
Review of potential estate tax liabilities
Recommendations regarding distribution strategies for your retirement plans and IRAs
Analysis of the beneficiaries of your IRAs
Review the possibilities of converting to a Roth IRA

Family Wealth Planning

Complimentary consultation with your attorney
Assistance in transferring trust assets or whether you might need a trust or not
Providing guidance in the event of the death of a loved one
Review of beneficiary designations and asset titling
Review of your long-term care or Life insurance needs

Client Services and Communications

Quarterly Newsletter to keep you apprised of the most current planning options
Quarterly, semi-annual or annual reviews
Special reports on how to help manage your taxes and other important topics
Special Events (including client education and appreciation events)

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

steven@mckwm.com | 972-529-3888