His areas of expertise include pre-retirement accumulation and post-retirement cash flow strategies, college funding, charitable giving, and tax planning.
Kevin also coordinates tax reduction and estate planning efforts with specialists in those particular fields.
Kevin generally provides these services via an ongoing fee-based relationship with clients who have a minimum investment amount of $500,000.
NOTICE: As of April 30th, 2024, we will no longer be taking new clients, so that we can devote our full attention to serving our current clients. We are looking to add staff and resources that will hopefully allow us to begin taking new clients again in the future, likely sometime after the end of this year (although we can’t guarantee this).
If/when we do begin taking new clients, we will do so by contacting those who have requested to be on our “waiting list” in the order in which we have received their request. You can join our waiting list by sending an email to rachel@mckinleymoney.com. There is no cost or obligation on your part to do so.
Copyright © 2024 McKinley Money - All Rights Reserved.
We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.