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McKenzie Wealth Advisory


Earl R. McKenzie, CFP

®

Additional Financial Services Avaliable

Additional Financial Services Available

  • Complimentary Second Opinion Review Of Your Current Portfolio

  • Retirement Capital Needs Analysis

  • College Funding Strategies

529 College Savings Plans
Alternative College Saving Vehicles

  • Portfolio Risk / Return Analysis

  • Insurance Analysis

                    Life Insurance Planning
                    Long Term Care Planning
                    Health Insurance Planning (Group and Individual)
                    Disability Insurance Planning
                    Fixed and Variable Annuity Planning

  • Business Retirement Planning

  • Business Continuity Planning

  • Corporate Benefit Analysis and Planning

  • Qualified and Non Qualified Plan Rollovers (401k, 403b, IRA's ect.)

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