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.

© 2020 by McKee Asset Management

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This communication strictly intended for individuals residing in the states of AZ,CA,CO,FL,GA,IN,KY,MI,MO,NC,NM,OH,SC,TX,WA,WV. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks,including possible loss of the principal invested.Securities and advisory services offered through Commonwealth Financial Network®.Member FINRASIPC, a Registered Investment Advisor.Privacy Policy© Copyright 2011 - 2019.