McKinney Wealth Management

Financial services in MCKINNEY

About McKinney Wealth Management

McKinney Wealth Management, No one strategy fits everyone, which is why every client gets their undivided attention—from planning to execution to follow-up. They take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available. Recognizing that everyone encounters challenges along the way, they strive to anticipate and address those situations as they occur. They want to keep you on track toward a meaningful and purpose-driven financial future.

Services

Financial Planning Investment Management Retirement Planning Wealth Management Estate Planning Tax Planning Insurance Planning Risk Management Education Planning Business Planning Cash Flow Management Investment Advice Portfolio Management Retirement Income Planning Long-Term Care Planning Life Insurance Planning Annuities Mutual Funds Stocks And Bonds & Financial Consulting

Reviews

Really good experience (and still ongoing, for a couple years now) with Rainey Rogers & company. He has always been very reachable and quick to respond to any concerns or questions I’ve had. It is nice to have someone that knows my interests/goals/expectations/risk without having to talk to a different person every time. And no, I don’t have a half million dollars invested with him either so I’m nobody special, but I feel valued by them. Highly recommend, very knowledgeable too!