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Welcome to McKay Financial Group

McKay Financial Group has specialized in helping families to maximize their financial and insurance options since 1983. We focus on helping our clients create a retirement income planning without fees. We specialize in financial strategies for wartime Veterans and Surviving Spouses for VA Pension Planning. We also have many life insurance choices and options to provide protection for all ages. These strategies and other options available can provide clearer picture and help your retirement planning process.   

We look forward to helping you and your family in the future, with information and one on one personal service to help you enhance your financial stability. Our motto is simple but very powerful; helping our clients grow, protect, and preserve assets. We wish each of you the very best in financial future for you and your family.

We are a proud members of:

Our Services

  • ​Retirement Income
  • Financial Protection
  • Wealth Transfer​​
  • Safe Money Solutions
  • Life Insurance​
  • Fixed Annuities

Where Does Your Retirement Plan Need Improvement?

Financial Protection

Everyone should proactively protect their beneficiaries and their retirement funds from the high cost of end-of-life healthcare needs.  Also, it is wise to provide protection from the burden of high end-of-life taxation.  We can share with you a wide range of insurance products that provide solutions to help shield your retirement funds from both of these issues.

Retirement ​Income

Are you ready to protect your money by avoiding market risk? If so, we will show you options which guarantee you reasonable returns while protecting your valuable retirement funds. Our solutions are considered "safe" because they offer guaranteed returns on your money with no risk of losing principal.

PERSONAL PENSION PLAN

Many pre-retirees and retirees are concerned their 401(k), IRA, Social Security and Savings will not provide income to last throughout their entire retirement years.  The Personal Pension Plan "fills the income gap for life."

WEALTH TRANSFER PLANNING

Proper Wealth Transfer is a financial concept that helps you preserve your nest egg and distribute it to your beneficiaries in the most tax-efficient manner possible. This helps your heirs avoid the dreaded "Tax Time-Bomb."

Resources

CONSUMER'S GUIDE:
​How to Generate Lifetime Income with Fixed Annuities