3 Best Financial Services in McKinney, TX

“McKinney Wealth Management's mission is to provide exceptional financial planning services while fostering a culture of trust, integrity, and responsibility. Rainey Rogers is the owner of the firm. He has been in the financial industry since 1984 and will put that experience to work for you. He specializes in wealth management strategies and estate planning for individuals. Over the years, McKinney Wealth Management has found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. They invite you to discover and experience the power of their services.”

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“Krishna Wealth Planning's process is tailored to design a plan that fits each client's unique path, taking into account their family and the activities that bring meaning to their lives. Neil Krishnaswamy is the owner of Krishna Wealth Planning. He builds savings and withdrawal plans with a focus on both short-term and long-term tax efficiency. The investment process involves designing and managing a custom portfolio that aligns with the client's risk tolerance. Krishna Wealth Planning uses a cash flow-centered approach to help those working determine the right amount and type of savings needed while assisting retirees in building a sustainable withdrawal plan. Schedule a complimentary discovery meeting with Krishna Wealth Planning.”

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“Legacy Financial Advisors are a family-run independent financial practice. They provide their clients with a full-service model when it comes to retirement strategy and wealth management. Their ultimate focus is education; they want to inform you of the choices available to you and to aid in pursuing the retirement you want. They help identify current income, expenses, savings, and debt repayment strategies to help ensure you can accomplish your short. and long-term goals. Legacy Financial Advisors help ensure you’re on track to building long-term financial independence using tax-efficient strategies and maximizing employer-provided retirement plans. For more information about any of the services they offer, send them a quick email or call the office.”

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