Jeff McKay

I have been in the financial services industry since 1987 and have helped numerous people over the years with retirement and estate and legacy strategies.

I am dedicated to understanding your unique financial situation and implementing customized strategies using an established process to keep you on track toward your financial goals.

I received the CFP® (Certified Financial Planner™) certification. The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.

I focus on helping people who are at or near retirement determine if they can maintain their lifestyle during retirement and do the things they've dreamed about and imagined for a lifetime. We will work together to establish a solid strategy for your retirement income and help you diversify your investments to achieve your goals.

I can also help you prepare for the unexpected by conducting a needs analysis in the event of an untimely death, disability or need for chronic care. If planning to fund your child or grandchild's education is your goal, we can work together to establish the right strategy for you.

I will work with your other advisors, such as estate planning attorneys and CPAs/tax professionals, to help you minimize taxes and efficiently transfer your wealth to your heirs.