Mackay Financial Planning, Llc
Our mission is to help real people make the most of their money by being their resource for honest, objective, and inspiring financial planning and advice. MacKay Financial Planning was built from the ground up with you in mind. We want to be easy to work with. To do this we: 1. Make our services available to anyone, regardless of their net worth or investment portfolio. Use the latest technology so we can work with you from just about anywhere. Created a simple and straightforward fee structure 4. Enjoy teaching as much as you want to learn. Always speak to you in plain English. Offer two flexible service options - Hourly, As-Needed - An engagement focused on your pressing concerns so you get answers and only pay for the help you need. The scope of the engagement may be narrow or broad- Annual, ongoing advice - A year round planning partnership with continuous advice, support, and answers so you can make the most of your life.
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Decision-makers and verified team members
3 contacts with verified email or phone · masked until revealed.
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David Briggs
Financial Controller · Finance & Accounting
EmailPhone - NG
Nathan Gertson
Financial Planner · Finance & Accounting
EmailPhone - JM
Jim MacKay
Founder Financial Planner · Finance & Accounting
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Top roles at Mackay Financial Planning, Llc
3 distinct titles indexed · top 3 shown.
- 1financial controller
- 1financial planner
- 1founder financial planner
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