Our Services
By exploring each planning area in detail, we determine which areas require our immediate attention and which areas are more long term in nature. Together, we will assemble and implement a plan for your financial future.
Working together with you, we simplify the complexities of your finances by focusing on managing your wealth in a systematic method for the long term.
That's why, at McKee Asset Management, we make it our priority to get to know you on a personal level. At McKee Asset Management we want to provide you with the most complete and comprehensive course of action possible. Once we complete the initial process of setting up your investments, it doesn't end there. We'll monitor the progress your money is making and meet regularly with you to make sure your investments reflect your current life circumstances.
Since we work so closely with you, we tend to think of our clients as our friends. So don't be surprised if you ever get a phone call from us just to say hello.
Education Planning
Next to saving for retirement, the biggest financial challenge is probably saving for your childs’ college education. We are aware of our clients’ concerns.
Investment Planning
As independent investment advisors, we offer our clients the financial confidence of knowing that we only make investment recommendations that are in our clients' best interest. Our client centered approach is evident by the diversification of investment products, companies, and tools we use to pursue our clients' goals and objectives.
Estate Planning
People spend a lifetime accumulating assets and building an estate with the intention of passing assets on to their heirs or charitable beneficiaries. Without proper planning, a person’s death can create significant hardships on the people for which the estate was created.
Retirement Planning
Retirement planning strategies should be designed to suit your goals and comfort level as well as to take advantage of tax saving opportunities. For any plan to be effective, it is necessary to implement these strategies and to periodically review your goals and progress.
Insurance Planning
Facing our mortality is difficult. Facing the reality and possibility that bad things can happen to anyone is also hard. Nevertheless, facing these difficult truths is essential in building a secure financial future for you and your loved ones.
Tax Planning
An integral part of formulating a sound Financial Plan for you includes capturing an accurate assessment of your tax situation. We believe in tax reduction planning, not only tax preparation.