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.
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
Global vs. International: What’s The Difference?
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
A Home Insurance Claim: To File Or Not To File
Learn when it may not make sense to file a claim on your home insurance.
One way to find money is to examine your current spending habits and eliminate money wasters.
Simple steps may help you foil hackers and protect your privacy.
Read this overview to learn how financial advisors are compensated.
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
Earnings season can move markets. What is it and why is it important?
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to estimate your capital gains tax.
Estimate your monthly and annual income from various IRA types.
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
For women, retirement strategy is a long race. It’s helpful to know the route.
It’s never a bad time to speak with your financial professional about changes in your situation.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Here is a quick history of the Federal Reserve and an overview of what it does.
If you died, what would happen to your email archives, social profiles and online accounts?