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.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
Here are five facts about Social Security that are important to keep in mind.
Gaining a better understanding of municipal bonds makes more sense than ever.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
A few strategies that may help you prepare for the cost of higher education.
Estimate how much income may be needed at retirement to maintain your standard of living.
Assess whether you are running “in the black” or “in the red” each month.
This calculator can help you estimate how much you should be saving for college.
This calculator can help you estimate how much you may need to save for retirement.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
The market is as unpredictable as the weather. We’d love to help you prepare.
Learn how to harness the power of compound interest for your investments.