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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Media Trends: Where Have All the Readers Gone?
The majority of Americans read few books over the last year, while the number of weekly podcast listeners has been rising.
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Medicare or Medicaid?
It’s easy to confuse Medicare and Medicaid, but there are important differences between the programs.
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What Is Asset-Based LTCI?
Hybrid long-term care insurance policies, also known as asset-based plans, combine the benefit of a life insurance policy or an annuity with the availability of long-term care benefits.
Calculators
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.