Our Philosophy

Our Philosophy

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.

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Our Approach

Our Approach

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.

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What Makes Us Different?

Our Mission

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. 

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Are You Experiencing Pre-Retirement Jitters?

Take our Pre-Retirement Crash Course to help you navigate the complexities of pre-retirement life.

Avoid the mistakes of others by engaging in our online course.

Helpful Content

Helpful Content

Curated articles, videos, and more for a more financially savvy you.

<p>A Primer on Dividends</p>

A Primer on Dividends

A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
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<p>Principles of Preserving Wealth</p>

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.
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<p>The Power of Compound Interest</p>

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.
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Building

Building

More than 10 Years to Retirement

Long-term savings is essential – especially for private sector workers without a pension.

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Transitioning

Transitioning

Less Than 10 Years to Retirement

Being deliberate and strategic is essential to achieving the best outcomes. 

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Preserving

Preserving

Currently in Retirement

Achieving financial peace is accomplished by developing specific financial strategies to potentially mitigate these risks.

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Better Returns. Less Risk. Lower Taxes.

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:

  • How much risk am I taking?
  • Are my returns acceptable given the amount of risk?
  • How much am I Paying in fees?
  • What could I be doing better?

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?

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Where Are You in Your Retirement Journey?

Better Returns. Less Risk. Lower Taxes.

How Much Do You Know About Investing?

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."

Have a question? We're ready to help.

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