Begin your
financial journey
with the end in mind.

Did you know you can potentially increase your income in retirement by 30-50% – without saving any more money?

Find out how  Call us: (888) 704-1337

Make the right choices when it matters most

Do you need help making sense of your financial world as you approach retirement?

I want to learn more  Call us: (888) 704-1337

Make the Golden Years truly golden

Are you confident you have addressed the various risks and threats associated with your Golden Years?

I want to learn more  Call us: (888) 704-1337

Wealth Management

A Comprehensive Approach: Retirement | Estate Planning | Tax Strategy | Investments | Insurance

We help individuals and families experience financial peace so they can focus their lives on what matters most. We accomplish this by implementing a variety of effective strategies to combat the risks associated with pre- and post-retirement life. This helps ensure that one's Golden Years are just that - truly golden.

Where are you in Your Retirement Journey?

Building

More than 10 years to retirement

Long-term savings is essential – especially for private sector workers without a pension. Here’s a question: What is the purpose of long-term savings?

Learn more...

learn more

Transitioning

Less than 10 years to retirement

Our financial lives are much like a chessboard – with each chess piece representing a different financial component.

Learn more... learn more

Preserving

Currently in retirement

Gone are the days where one retires at 65 and passes by 72. Americans are living longer! It is not uncommon for individuals to live 20-30+ years in retirement.

Learn more... learn more

Are you experiencing pre-retirement jitters?

Take our Pre-Retirement Crash Course

Watch Introduction Video

How to get started.

  • 1. Schedule an appointment

  • 2. Meet with us for a custom listening session

  • 3. Get your personalized Strategy

Schedule Appointment

What Makes Us Unique

handshake

Integrity

holistic

Holistic Approach

binoculars

One Journey Perspective

gear

Integration

education

Commitment to Education

client-engagement

Ongoing Engagement

Learn More

McKell Partners © 2018. All Rights Reserved. Powered by Lemonade Stand.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Adam McKell is a Registered Investment Advisor with and advisory services are offered through TownSquare Capital, LLC, an SEC Registered Investment Advisor.