FINANCIAL PLANNING AND INVESTMENT MANAGEMENT
Fiduciary Financial Services
Comprehensive Financial Planning during every stage of life requires skillful financial planning and thoughtful adjustments along the way. We specialize in tax-efficient strategies and in creating solutions tailored to the best interest of each client.
Investment & Advisory Services by Fran McKay, CFP®, AAMS®, CRPC® for all of your financial goals including college, retirement, philanthropy, and legacy using tax-efficient strategies so you keep more of what you earn.
Insurance and Annuities including life and disability insurance, fixed and variable annuities, life insurance retirement plans, and life insurance with long-term care benefits to give clients protection and peace of mind.
Business Solutions offering many products and plan designs tailored to each business owner's unique goals and needs.
Expertise and Experience
Charitable Gift Consultation from basic planning concepts to sophisticated trust or business modeling in order to achieve your philanthropic goals in a tax savvy manner.
Estate Planning to achieve your legacy goals and minimize estate, gift, and income taxes.
Family Wealth & Protection giving you deep insights and thoughtful answers to put an end to uncertainty; and help lay to rest the issues you have been wrestling with by divulging central lessons and explaining practical actions you can take today.
Comprehensive Financial Planning
Financial Planning is a lifelong process. Life changes and so should your plan.
Keep More Of What You Earn
Our mission is to add value to our clients in multiples of our fee.
We offer our clients professional tax planning for retirement income, philanthropy, and estate planning allowing them to keep more and gift more of their hard earned assets.
Whether you are gifting in life or through your estate, we can help you find the best philanthropic and wealth transfer strategies for your situation.
"Live Your Life Like Your Dreams Depend On It"
Financial planning illuminates your path to creating a life you love and leaving a legacy that lasts.
The Way We Communicate
I meet with clients online and by phone during lunch periods through early evening. You can easily access my calendar online to schedule an appointment that fits your schedule.
You can also leave a voicemail or send me an email with any questions you may have. I will respond as soon as possible, usually within four business hours.
We will meet two times per year either online or by phone. I am also available when you experience a life transition or when other financial decisions come up.