6000 Southcenter Blvd
At McKay Wealth Management, we are passionate about promoting an atmosphere of transparency, inclusion, and diversity. It is important to us to find opportunities for client education as often as possible. We work with you to discover your needs and desires. Using a strategic and holistic approach, we create a plan which will allow you to retire confidently. Even if you are not yet close to retirement age, we will ensure that you are prepared with a proactive approach to life and retirement planning. Wealth accumulation is a journey, and we are here with you every step of the way. Work with our team of financial professionals to help take your journey to new heights.
Financial Planning is the process of determining individual goals and objectives, finding solutions, and putting those plans into practice. Ongoing monitoring and adjusting is a major component of the financial planning process. We provide our clients with the education and tools needed to pursue financial freedom and success.
We provide financial planning services for individuals & families, business owners, and women. With a high focus on investment management services, our team can help you, your family, and your business achieve the realistic goals and objectives we outline together. From there, we help make your dreams a reality. Beginning with an introduction meeting where we get to know you and your values, we obtain information needed to conduct a review of what you have currently. We find out where you are going and what you need in order to get there. A holistic plan is outlined and provided to you. After that, we coach you on how to implement your plan, and then provide ongoing monitoring and support. Adjustments will be made as your life changes and grows for our ongoing financial planning services that we provide.
We have a variety of services and offer different packages at different fee levels to ensure that we can assist any individual based on their unique needs. There is no one size fits all financial plan, so we have come up with various packages to meet the needs of each client we work with. This approach makes our services accessible to all. It is never too early or too late to begin the process of finding financial freedom and success.
*Neither Cetera Advisor Networks LLC nor its representatives offer tax or legal advice. Please consult with your tax and legal advisors regarding your individual situation.
**The financial planning fees (fees) described above may increase or decrease depending upon the complexity of your individualized financial plan or the assets upon which your financial plan is based. Financial plans are sold pursuant to a Financial Planning Agreement (FPA) between Cetera Advisor Networks LLC and you, the client, pursuant to the terms and conditions contained therein. Please consult the fee listed on the FPA for the fee applicable to your financial plan. In the event of a discrepancy between the fees listed above and the fee listed on your FPA, the fee listed on your FPA will control.