MacKendrick Financial
By working with a financial planner, you can develop a personalized retirement strategy that aligns with your goals, risk tolerance, and timeline. They can help you maximize tax-efficient saving strategies, optimize investment returns, and create a realistic budget to ensure you can retire sooner. A financial planner can provide ongoing support and adjustments to your plan as your circumstances evolve, helping you stay on course toward achieving your early retirement dreams.
Analysis
Budgeting
Investing
Protecting
We assess your financial situation and help you establish short-term and long-term goals.
We help clients create a budget to manage their expenses and cash flow effectively.
We develop an investment strategy tailored to your risk tolerance, time horizon, and financial objectives.
We help clients plan for retirement by estimating retirement expenses, identifying appropriate retirement savings vehicles, and creating a retirement income strategy.
We Analyze your insurance needs and recommend appropriate insurance coverage to manage risks such as health, life, disability, and long-term care.
We help you minimize tax liabilities through strategies such as tax-efficient investment allocation, retirement account contributions, and tax-loss harvesting.
We assist you in creating an estate plan to manage the transfer of assets to heirs and minimize estate taxes.
We help clients save for their children’s education expenses through strategies like 529 savings plans or education savings accounts.
Years in Business
Clients
Since 2015
Providing financial planning guidance tailored to each client’s unique needs and circumstances.
Creating plans that fit the budget you have and the lifestyle you want
At Mackendrick Financial, we understand that your financial planning journey is as unique as you are. That’s why we’re dedicated to crafting personalized plans that align with your budgetary constraints and aspirations for the future. Our approach revolves around balancing financial stability and the lifestyle you envision, ensuring that your financial goals remain within reach while allowing you to enjoy the life you desire.
