At McKenzie Financial Services, 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. We are driven by a strong personal service commitment using a team approach and we work in conjunction with your current professional relationships while providing you with additional access to our resources. All in all, our goal is to help you succeed through planning, investing, and implementing smart financial solutions.
Insuring Your Business Against Cyber Liability
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
A Look at Whole Life Insurance
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
Earnings season can move markets. What is it and why is it important?
When to start? Should I continue to work? How can I maximize my benefit?
Why have the markets been so volatile recently?
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Beware of these traps that could upend your retirement.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator compares the financial impact of leasing versus buying an automobile.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate your monthly and annual income from various IRA types.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
When do you need a will? The answer is easy: Right Now.
How will you weather the ups and downs of the business cycle?
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
How do the markets usually react to elections? Was the 2016 election any different?
Here’s a quick guide to checking to see if you have unclaimed money.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.