Services we offer
Comprehensive investment experience and services.
At McKinley Financial Group, we understand that each client's financial situation and goals require a customized approach to investing, and that many investment objectives can change over time. Whether it's saving for your children's college education, financing a business, or planning for retirement, we offer the financial planning, resources and ongoing management with a goal of helping you succeed in your personal and business life.
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The Four Mistakes of Real Estate Investors
An overview of the objectives for investing and four basic mistakes that most real estate investors do not realize they are making.
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The PRS Plan
A retirement plan created especially for realtors, small business owners, and physicians alike that has been endorsed by the California Medical Association. This strategy utilizes the “dormant” value of the business to create retirement income and potentially thwarting an attack on retirement assets.
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Retirement Plans For Realtors
Provides realtors with retirement plans specifically designed to maximize retirement savings. Explores SEP Plans, Individual 401(k), and the Defined Benefit Plan.
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The Services We Provide
A comprehensive list of the services we provide at McKinley Financial Group.
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The Presentations We Give
Provides a basic overview of all of the presentations Troy currently does. If you are interested in scheduling Troy to speak to your office, please contact Jessica at (650) 551-8900 or at jessica_c@mkfinancial.com.
