Whether you are buying a second home, building or expanding a business, or saving for retirement, we are here to help you turn your goals into reality. We will help you develop a robust investment strategy that focuses on what matters most to you.
What do you want your retirement to look like? Are you just starting off or have you been saving for years? At McGee Wealth Management, we want to help you create enough income in retirement so that you can live the life you want. With decades of advising experience, no matter where you are in the process we can help you develop a plan to navigate the complexities of your individual goals and dreams.
Regardless of your age or the size and complexity of your estate, a comprehensive estate plan helps ensure that your final wishes are honored while loved ones are provided for in your absence. Your estate likely includes real estate, bank accounts, stock and other securities, life insurance policies, and personal property. We will help you establish a plan for smooth transfer of your assets, while working to minimize tax implications.
We pride ourselves on our commitment to personal service. We value the relationships we build with our clients above all else, and are always here to help you. Whether you need a compassionate ear or help navigating one of life’s curveballs, we are always just a phone call away.
Tax planning is effectively managing a client’s financial situation to minimize tax burden at the federal and state level for both the near and long-term. At McGee Wealth Management, this involves ongoing discussions with our clients about their long-term goals and what they hope to achieve with their wealth.
What to expect
Listen and Learn
We take time and great care to learn all we can about you and your unique financial plan. Working together to build and develop goals that meet you where you are and where you want to go.
Once we have a better understanding of what matters most to you, we work together to identify specific solutions that address your goals and concerns. Your input is critical to finding solutions that fit your individual needs.
It’s time to put solutions and strategies in motion. Together, we work to clarify where you are, where you want to go, and develop tangible and realistic goals.
We continue to monitor progress and measure results against mutually agreed upon benchmarks. This process helps ensure sustainable results, which increases your confidence in the success of your plan going forward.