“Compound interest is the eighth wonder of the world. He who understands it, earns it. He who doesn’t, pays it.” Albert Einstein

Wealth accumulation is dependent on where you are in your financial lifespan. It may be appropriate for you to have a certain portion of your assets at risk in the marketing within your investment portfolio. Not every person is the same, and accordingly, each financial product recommended to you will be based upon your risk tolerance, age, and goals moving forward.

To learn more about wealth accumulation strategies, give us a call at (734) 425-0112 and schedule a free financial consultation.

No one wants to pay more money in taxes than they have to. With tax planning, we can utilize certain financial products that can minimize how much you pay in taxes. There are many strategies that operate to help you save money in taxes during retirement. We would love to help assist you in navigating all of the tax rules to maximize how much of your hard-earned money you get to keep in your pocket.

To learn more about tax minimization strategies, give us a call at (734) 425-0112 and schedule a free financial consultation.

In a time where the stock market seems to be exceptionally volatile because of world events, politics, and its ordinary market fluctuations, principal protection is arguably the most important service any financial professional can offer you. We examine each client’s unique portfolio carefully, educating you about your options and steps you can take to potentially lower risk.

To learn more about asset protection, give us a call at (734) 425-0112 and schedule a free financial consultation.

Many clients have told us that they believe managing wealth is more difficult than creating wealth simply because they do not know where to start. At McKague Financial, we know that making wise short-term and long-term choices with your investment portfolios can be the difference between your finances flourishing or decaying. It is our privilege to unlock the full potential of your wealth in ways that you feel comfortable and secure with. Our core philosophy is to get to know you and your family first. We want to know what your hopes, dreams, and fears are. Then, we will take a look at your retirement account statements, for example: 401(k)s, IRAs, Roth IRAs, 457bs, etc. To us, those statements are just pieces of paper with numbers on it that can be used as a starting point. We are more concerned about what you want those numbers to do for you and how you want to live in retirement.

A top priority for many of our clients is making sure that they have cash options throughout retirement. Planning for your dream purchases is one part, but the flexibility to not only do everything you have planned, but also be prepared for all the little and big things that are bound to come up is another. We want you to be able to enjoy all the fruits of your labor now.

Feeling financially free throughout retirement is largely connected to managing risk. While statistical analysis is a great method to ensure that the correct amount of risk is being used for your specific situation, it’s even more important to know your bottom line. Both of these tactics will help bring peace of mind.