McKenzie Financial Services is founded on the principle of developing strong relationships with our clients, thus enabling us to assist in coordinating all stages of your financial life. We are driven by a strong personal service commitment that employs a team approach, working in conjunction with your current professional relationships and providing you with additional access to our resources; that has earned McKenzie Financial a reputation for excellence.
Our mission is to help you take control of your future by developing a plan and working with you along the way to pursue your financial goals.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
Choosing a Retirement Plan that Fits Your Business
To choose a plan, it’s important to ask yourself four key questions.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Assess whether you are running “in the black” or “in the red” each month.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
What if instead of buying that vacation home, you invested the money?
How do the markets usually react to elections? Was the 2016 election any different?
$1 million in a diversified portfolio could help finance part of your retirement.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Understanding the cycle of investing may help you avoid easy pitfalls.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.