Broker Check

Our Client Promise

  • Your best interests come first.
  • We assist you in setting your lifetime objectives. We make every effort to understand your goals and assets before setting out to design your personal financial plan.
  • We reject one-size-fits-all solutions. We offer you personalized solutions that make sense for you, not off-the-shelf advice and recommendations.
  • We build long-term relationships. We give you our time, attention and advice — regardless of the size of your portfolio or your personal worth. Our clients are equals among equals.


John M. McKinley, CFP®                 Don McKinley, ChFC, CLU