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How does the advisor help clients – Key Takeaways:
MCKINNEY FINANCIAL PLANNING & MANAGEMENT is committed to providing expert financial advice and guidance to their clients. They work closely with clients to understand their unique financial goals and objectives, and then develop personalized strategies to help them achieve their goals.
- Specializes in comprehensive financial planning and investment management services
- Offers a wide range of financial services to help meet the diverse needs of clients
- Provides ongoing support and guidance to help clients stay on track towards their financial goals
Facts and Insights
MCKINNEY FINANCIAL PLANNING & MANAGEMENT is a leading financial advisory firm with a track record of helping individuals and families achieve financial success. They constantly analyze market trends and stay up-to-date with industry insights to provide their clients with the best strategies and solutions.
- Over 15 years of experience in the financial industry
- Managing over $500 million in assets under management
- Committed to staying informed and educated about the latest financial trends and opportunities
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | Over 15 years |
Financial Services Offered
MCKINNEY FINANCIAL PLANNING & MANAGEMENT offers a wide range of financial services to help clients achieve their financial goals. They take a comprehensive approach to financial planning, ensuring that all areas of a client’s financial life are taken into account.
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Insurance planning
- Education planning
Client Types
MCKINNEY FINANCIAL PLANNING & MANAGEMENT works with a diverse range of clients, including individuals, families, and small businesses. They understand that each client’s financial situation is unique and they tailor their services to meet the specific needs of each client.
- Individuals and families
- Small businesses
Fees & Compensation
MCKINNEY FINANCIAL PLANNING & MANAGEMENT believes in a transparent fee structure and does not receive commissions or referral fees for their services. They charge a fee based on a percentage of assets under management, ensuring that their interests are aligned with their clients.
- Fee-based services – percentage of assets under management
- No commissions or referral fees
Background
MCKINNEY FINANCIAL PLANNING & MANAGEMENT was founded by John McKinney, a highly experienced and qualified financial advisor. John has a passion for helping individuals and families achieve their financial goals and has a deep understanding of the financial industry.
- Founder: John McKinney
- Over 20 years of experience in the financial industry
- Master’s Degree in Finance from a top university
Financial Advisor Disclosures to Know
MCKINNEY FINANCIAL PLANNING & MANAGEMENT is committed to transparency and providing their clients with full disclosure about their business practices. They adhere to all legal and regulatory requirements and are upfront about any potential conflicts of interest.
- Registered Investment Advisor (RIA)
- Strictly follows all legal and regulatory requirements
- Full disclosure of potential conflicts of interest