Jarrod McKee

Background

About Jarrod McKee

1.**Wealth Building**: I assist clients in developing and growing their wealth through tailored investment strategies and financial planning. 2.**Retirement Income Planning**: I help clients establish a reliable income stream for their retirement, ensuring they can enjoy their golden years without financial stress. 3.**Tax-Efficient Asset Transfer**: I guide clients in transferring their hard-earned assets to loved ones or charitable causes in a way that minimizes tax liabilities and maximizes benefits. — I currently volunteer in the community by serving on the Board of Directors for-2 Lungs 1 Fight (A non-Profit my wife and I created for Cystic Fibrosis)-Vertex Pharmaceuticals Patient Advisory Board Past Board Positions include-Riley Childrens Hospital Family Advisory Board -Cystic Fibrosis -Honeywell Golf Course -Wabash Chamber of Commerce I am licensed for General Securities (Series 7, 65, 63) in IN, FL, CT, NC, PA, TN, MI, OH, AZ and SD. I am also licensed for Life, Health, and Long Term Care in Indiana.Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Securities are subject to risk including possible loss of principal. Not FDIC Insured - No Bank Guarantees - May Lose Value - Not a Deposit – Not Insured by Any Federal Government Agency. 1205 North Cass St, Wabash, IN 46992 phone: 260-563-4619