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Our Services

How We Work

We offer customized financial strategies that are tailored to your unique situation. Dedicated and knowledgeable financial professionals aid in the planning and execution needed to achieve your goals and smoothly navigate your financial journey.

The McConachie Team offers expertise on a wide variety of services, including but not limited to the topics below. Our experienced representatives have assisted many types of clients and look forward to learning about your unique situation. If you have any questions about how we can help, please Contact Us

Retirement Planning

Utilize our expertise to help you determine retirement aspirations and put a strategy in place designed to achieve these goals through qualified retirement plans, investments, Social Security and personal savings.

Asset Management

We bring extensive market knowledge and a systematic approach to your investment portfolio with tailored guidance and ongoing monitoring.

Tax Strategies

Manage the impact of taxes on your financial efforts with detailed explanations to provide you with a deeper understanding.

Risk Mitigation

Shift the uncertainty of life events to an insurance company to provide financial protection for you and your family.

Estate Planning

Effective estate management allows you to carefully manage the distribution of your finances so that you and your loved ones are taken care of while maintaining the values that mean the most to you.

Network Building

The possibilities are endless with our broad network of experts in fields ranging from tax, home, legal to leisure. We are building this community of skilled individuals to create lasting connections with our clients.

Neither MML Investors Services nor any of its employees or agents are authorized to give legal or tax advice. Consult your own personal attorney legal or tax counsel for advice on specific legal and tax matters. Estate Planning services are provided working in conjunction with your Estate Planning Attorney, Tax Attorney and/or CPA. Consult them for specific advice on legal and tax matters.

For more information about our firm and the services we offer, Contact Us
We welcome the opportunity to speak with you.