At MK Financial, our goal is simple: To build long-standing, advisor-client relationships built on trust, smart solutions, and personalized customer service, and walk alongside you, the client, as you take each step toward retirement.
When it comes to reaching financial independence, we each have unique challenges and opportunities. This is especially true when you reach age 50, enter the Pre-Retirement years, and have a limited number of working years remaining.
We want to understand your personal financial situation and goals, and identify and implement strategies that will provide the foundation for a more financially secure retirement. We can help take the mystery out of paying for today and planning for tomorrow.
How We Help
We offer a wide range of financial services for individuals and families, small business owners, and employer retirement plan sponsors.
Personalized Financial Planning
What is your optimal filing strategy for Social Security benefits? Will you outlive your money in retirement, or will your money outlive you? Let’s make a plan!
Individual Client Services
A variety of account types, fee structures, and strategies to meet your investment objectives. Insurance solutions to help protect you and your loved ones from unexpected events.
Small Business and Retirement Plan Solutions
Add value to your business and chart an exit strategy for retirement. Meet the unique needs of your workforce by delivering impactful retirement plans built for your business.
Next Steps
If you are not yet ready to schedule a consultation, visit our blog page to cultivate your own financial education. There is no cost or obligation.
Let us help you choose your Social Security benefits strategy.
Schedule a complementary 10-minute phone call, to discuss your situation and goals in more detail and learn more about the services we provide.
