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What We Do

Investment Guidance

Receive personal guidance on investment strategies, portfolio management, and risk mitigation. Our investment advice is carefully structured to address inflation, taxes, and a number of influences that affect asset growth and preservation. With McKenna Financial, get personalized investment advice on:

  • Managing stocks, bonds, and annuities
  • Opening and utilizing an advisory account
  • Constructing and managing investment portfolios

Comprehensive Planning

Make informed tax decisions, distribute wealth, and plan for the future of your finances. Protect present wealth and maximize future accumulation utilizing a strategic plan. At McKenna Financial, get professional guidance on:

  • Tax planning strategies for the maximum preservation of wealth
  • Estate planning services for transfer of wealth and assets
  • Retirement Planning, 401(k), 403(b)
  • Creating and Managing Trusts*
  • College and Education Planning
  • Traditional IRA, Roth IRA, SEP IRA, Rollover IRA, and more

*LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.

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