9 Principles of Investing
Creating a strong foundation for investment and growth.
Personal Advice.
Professional Guidance.
Decades of Experience.
Family owned and operated since 1969, McKenna Financial offers a combination of asset management, financial planning, and risk management. We strongly believe that the best relationships are based on open communication, appropriate advice, and trust. Through personalized and effective long-term wealth management, our strong team of professionals is dedicated to helping clients reach their financial goals, and we would love to help you pursue yours.
- Avoid the catastrophic mistake
- Diversify your investments*
- Concentrate on long-term goals
- Maintain clear goals and realistic expectations
- Keep costs and fees low
- Avoid trends – by definition they are short lived
- Rely on proven money managers
- Don’t let short-term volatility distract you from long-term gains
- Don’t rely on forecasting – markets are unpredictable
*There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
What You’ll Get
There are a number of reasons our clients choose McKenna Financial as their financial advisory firm. What’s yours?
- Decades of Experience
- Consistent Service
- Personalized Attention
- Strong Team of Professionals
- Customized Financial Plan
- Effective Long-Term Asset Management
- State-of-the-Art Financial Planning Software
- Ongoing Reviews