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.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Apps That Help Achieve Goals
If you find it hard to attain personal life goals, there’s an app for that!
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Five phases to changing unhealthy behaviors.
Beware of these traps that could upend your retirement.
Ever wonder what the real value of a financial advisor is? It’s not just added portfolio returns.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
What can be learned from the savings rate?
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to estimate your capital gains tax.
Enter various payment options and determine how long it may take to pay off a credit card.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
A bucket plan can help you be better prepared for a comfortable retirement.
Do you know these three personal finance sayings?