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Our Services

There are many products to meeting a client’s needs.  The process can be complicated, but we are here to inform you and make the transition and decision easier.  MacKay Financial offers independent financial management and advice in the following key areas:

  • Retirement planning

Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement.

  • Tax management

Looking for ways to help reduce your current and future tax burden.

  • Estate planning

Reviewing your wills and trusts. Helping preserve your estate for your intended heirs. Helping with beneficiary designations. Reducing exposure to estate taxes and probate costs. Coordinating with your tax and legal advisors.

  • Risk management

Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding the best policy for your situation.

  • Education funding

Recommending investment and accumulation strategies to help you pay for your children's and grandchildren’s education.

  • Investment Planning

Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you reach and exceed your goals.

Securities offered through Allan Wayne Lewis; A Registered Representative of Crown Capital Securities L.P. member FINRA/SIPC

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