Kevin McKinley offers personal financial planning, advice, and investment management to individuals and families.

His areas of expertise include pre-retirement accumulation and post-retirement cash flow strategies, college funding, and debt management.

Kevin also coordinates tax reduction and estate planning efforts with specialists in those particular fields.

Clients can choose a one-time financial planning consultation on an hourly-fee basis, or have their assets managed continually for annual fee that is typically based on a percentage of assets under management.