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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.

  • Picture7 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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  • Picture2 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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  • Picture6 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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  • Picture4 The Services We Provide

    A comprehensive list of the services we provide at McKinley Financial Group.

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  • Office_pro_pics_097 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.

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