Our Philosophy
We believe in understanding your whole financial life, much like a chess board. We believe in risk management and being strategic. We believe in putting your needs above our own. We believe in helping you build your castle, but also constructing a mote of protection against economic threats.
Our Approach
Our approach is simple, yet comprehensive in its design. First, we believe in understanding you! We then identify and quantify the economic risks you face. Next, we develop and implement the financial strategies you need personally to help mitigate the risks you face and thereby reach your objectives.
Building
More than 10 Years to Retirement
Long-term savings is essential – especially for private sector workers without a pension.
Transitioning
Less Than 10 Years to Retirement
Being deliberate and strategic is essential to achieving the best outcomes.
Preserving
Currently in Retirement
Achieving financial peace is accomplished by developing specific financial strategies to potentially mitigate these risks.
Long-Term Care Strategies
Long-Term Care Strategies
Discover the Crucial Things Seniors, and Children of Seniors, Need to Know.
Navigating Dementia
Crucial Steps Families Need to Know about Caring for a Loved One with Dementia
A Diagnosis of Dementia Can be Devastating, but There are Steps to Ensure the Best Possible Care.
Experience Financial Peace
What every pre-retiree should know for a worry-free Retirement!
Learn financial planning concepts to guide your preparation to Financial Peace.
What Makes Us Different?
Our Mission
We help individuals and families experience financial peace so they can focus their lives on what matters most. We accomplish this by implementing a variety of effective strategies to combat the risks associated with pre- and post- retirement life.
This helps ensure that one's Golden Years are just that - truly golden.
Are You Experiencing Pre-Retirement Jitters?
Take our Pre-Retirement Crash Course to help you navigate the complexities of pre-retirement life.
Avoid the mistakes of others by engaging in our online course.
As the saying goes, there's no such thing as a dumb question - and that is especially true when it comes to investing. The goal of every investor is to create a more efficient portfolio that maximizes returns while taking the least amount of risk possible. But many investors aren’t familiar with the details of what is going on in their portfolio; they wonder:
- How much risk am I taking?
- Are my returns acceptable given the amount of risk?
- How much am I Paying in fees?
- What could I be doing better?
The McKell Partners Portfolio Audit is designed to analyze your current portfolio and identify exactly what problems and potential opportunities exist. You may be paying higher fees than expected, taking more risk than you think, incurring abnormally high turnover, experiencing significant redundancies and overlap in stock and bond holdings and consequently getting lower performance than equivalent investments. This is where our public accounting auditing background shines! Want to pop the hood and find out what’s going on inside your portfolio?
Find That Lost Retirement Account
Grantor Retained Annuity Trusts (GRATs)
