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.
Stay Safe with a B.O.P. At Your Back
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
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.
Learn a little about worldwide currency in this fun infographic
Investors who put off important investment decisions may face potential consequence to their future financial security.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Five phases to changing unhealthy behaviors.
Bonds may outperform stocks one year only to have stocks rebound the next.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how much of your Social Security benefit may be considered taxable.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator can help you estimate how much you should be saving for college.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to better see the potential impact of compound interest on an asset.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Even low inflation rates can pose a threat to investment returns.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Understanding the cycle of investing may help you avoid easy pitfalls.
What does your home really cost?
For women, retirement strategy is a long race. It’s helpful to know the route.
Learn how to harness the power of compound interest for your investments.