At McKenzie Wealth Advisory we believe that successful relationships are based on mutual respect, trust and timely communication. This serves as our foundation from which we employ a comprehensive wealth management approach to building, preserving and the transfer of wealth.
Welcome to McKenzie Wealth Advisory
Many advisors focus solely on investment returns, we take a more comprehensive and holistic approach. We believe that one of the most important components of an advisory relationship is a thorough understanding of who you are as a person. We focus on what is most important to you. We look at all the major aspects of your financial life including your specific values and goals. Together, we will create your definition of financial success and work with you to translate this into your wealth management plan.
This is the difference between being client-focused and investment-focused.
Navigating Your Financial Future
Achieving financial comfort, planning for a secure retirement, mitigating taxes, taking care of family, making sure children (or grandchildren) get an education, building a legacy..
For most Americans, these are extremely important issues. But many of us feel unprepared and ill-equipped to deal with all of them in a coordinated, knowledgeable way.
Many investors are frustrated, worried and uncertain where to turn. They have no idea how to get from where they are today to where they want to be in the future. For some, working with an experienced and trusted Independent Wealth Advisor may be the answer.
We provide personalized financial solutions that take into account all aspects of your financial life and offer guidance, clarity of thought, and expertise to help you gain confidence in a more secure financial future
We Are Dedicated To Your Lifelong Success
Newsletters
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Charitable Gifts of Life Insurance
Life insurance offers a way to make a substantial gift to charity while also benefiting from favorable tax rules.
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A Mortgage Recast Is an Alternative to Refinancing
When a mortgage is recast, the borrower puts money toward the principal balance of a home loan, reducing the monthly payment.
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An Umbrella Policy Offers Extra Liability Coverage
An umbrella personal liability insurance policy can provide additional coverage in the event of a high-dollar liability claim or legal judgment.
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A Critical Combo: Life Insurance with Long-Term Care Benefits
Although long-term care insurance is typically a “use-it-or-lose-it” proposition, these alternatives can help pay for care if it’s needed or provide a death benefit for beneficiaries if it’s not.
Calculators
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Credit Card Debt
How Long Will It Take to Pay my Balance?
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.