We help individuals and families experience financial peace so they can focus their lives on what matters most.
We understand that relationships are the juice of life.
We help others feel confidence on their financial journey.
We help others pursue what matters most in their lives.
Is giving back or leaving a legacy important to you?
We believe in understanding your whole financial life, much like a chess board. We believe in risk management and being strategic. We believe in putting your needs above our own. We believe in helping you build your castle, but also constructing a mote of protection against economic threats.
Our approach is simple, yet comprehensive in its design. First, we believe in understanding you! We then identify and quantify the economic risks you face. Next, we develop and implement the financial strategies you need personally to help mitigate the risks you face and thereby reach your objectives.
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.
Avoid the mistakes of others by engaging in our online course.
Curated articles, videos, and more for a more financially savvy you.
Medicare At 65+
A Checklist for When a Spouse or Parent Passes
The Economic Journey of Your Morning Coffee
More than 10 Years to Retirement
Long-term savings is essential – especially for private sector workers without a pension.
Less Than 10 Years to Retirement
Being deliberate and strategic is essential to achieving the best outcomes.
Currently in Retirement
Achieving financial peace is accomplished by developing specific financial strategies to potentially mitigate these risks.
As the saying goes, there's no such thing as a dumb question - and that is especially true when it comes to investing. The goal of every investor is to create a more efficient portfolio that maximizes returns while taking the least amount of risk possible. But many investors aren’t familiar with the details of what is going on in their portfolio; they wonder:
The McKell Partners Portfolio Audit is designed to analyze your current portfolio and identify exactly what problems and potential opportunities exist. You may be paying higher fees than expected, taking more risk than you think, incurring abnormally high turnover, experiencing significant redundancies and overlap in stock and bond holdings and consequently getting lower performance than equivalent investments. This is where our public accounting auditing background shines! Want to pop the hood and find out what’s going on inside your portfolio?
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."