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Saving for College 101 The Latte Lie and Other Myths It Was the Best of Times, It Was the Worst of Times

Understanding Today's Financial Environment

Brian McKee and his firm are focused on delivering a personalized experience to our valued clients. Helping our clients realize the goals they most want to achieve in life is at the core of our business.  Developing and maintaining long-standing, mutually beneficial relationships based on trust is the process we commit to each and every day in support of our valued clients.

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Investment

Smart investing doesn’t have to be complicated investing. Understanding strategies may help you avoid common pitfalls.

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Retirement

Where will your retirement money come from? A sound approach involves closely looking at potential retirement-income sources.

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Legacy

An effective estate can spell out your healthcare wishes and ensure they're carried out – even if you are unable to communicate.
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Insurance

A sound insurance program can help protect your family from the financial consequences of unexpected events.

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Our Process

We create strategies that are tailored to your needs and goals.

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Independence

Years of experience have prepared us to guide you through your life transitions.

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Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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How Much do You Know About Investments?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."