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About MACKAY FINANCIAL PLANNING, LLC
MACKAY FINANCIAL PLANNING, LLC is a reputable financial planning firm with a team of experienced and dedicated professionals. The company has been providing financial advisory services to clients for over 15 years and has built a strong reputation in the industry. With a focus on client-centric and comprehensive financial planning, MACKAY FINANCIAL PLANNING, LLC strives to help individuals and families achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- Offers customized financial planning services to meet individual client needs
- Provides a comprehensive approach to financial planning, including retirement planning, investment management, and risk management
- Works closely with clients to understand their goals and develop personalized strategies to achieve them
- Offers ongoing support and monitoring to ensure clients stay on track towards their financial goals
Facts and Insights
MACKAY FINANCIAL PLANNING, LLC has a strong track record of helping clients achieve their financial goals. Here are some key facts and insights about the firm:
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $250 million | 5 | 15 years |
Financial Services Offered
MACKAY FINANCIAL PLANNING, LLC offers a wide range of financial services to help clients achieve their financial goals. Some of the services offered include:
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Insurance planning
- Education savings planning
Client Types
MACKAY FINANCIAL PLANNING, LLC works with a diverse range of clients, including:
- Individuals
- Families
- High-net-worth individuals
- Business owners
- Retirees
Fees & Compensation
MACKAY FINANCIAL PLANNING, LLC is a fee-only financial planning firm, meaning their fees are based on a percentage of assets under management. This ensures that their interests are aligned with their clients’ and eliminates any potential conflicts of interest. The firm believes in transparency and works closely with clients to ensure they understand all fees and are comfortable with the services provided.
Background
The founder and principal advisor of MACKAY FINANCIAL PLANNING, LLC, John Mackay, has over 20 years of experience in the financial services industry. He holds a CFP® certification and a Bachelor’s degree in Finance. John and his team are dedicated to helping clients achieve financial success and have a deep understanding of the complexities and challenges of financial planning in today’s ever-changing economic landscape.
Financial Advisor Disclosures to Know
As a reputable financial planning firm, MACKAY FINANCIAL PLANNING, LLC is committed to transparency and ethical practices. They hold themselves to the highest standards and ensure complete disclosure of any potential conflicts of interest or disciplinary actions of their advisors. Clients can trust that they are working with a trustworthy and reputable firm when choosing to work with MACKAY FINANCIAL PLANNING, LLC.