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