Products & Services

At McKenna Financial Services and Insurances, Inc., we provide assistance in some of the following areas. Investment and securities services are offered through Brokers International Financial Services.

Investments*

Bonds
Common Stock
Brokerage Accounts
Fixed Rate Annuities
Fixed Index Annuities
Government Securities
Individually Managed Accounts
Roth IRA
SEP IRA
Simple IRA
Stretch IRA’s
Treasury Bills
Traditional IRA
Treasury Notes
Variable Annuity

Allocation Strategies

Retirement Planning
401(k) Asset Allocation Strategies
403(b) Asset Allocation Strategies
College Plans
Money Purchasing Plans
Profit Sharing Plans
Inter-generational IRA’s
Retirement Plan Exit Strategies
Requirement Needs Analysis

Insurance

Disability Income Insurance
Life Insurance
Long Term Care Insurance

Let Us Help You Master Your Money

Anyone who has taken a thorough look at the major areas of his or her financial life, (such as insurance, tax management, estate planning, and capital accumulation),needs to carefully plan in order to ensure that all of the pieces are working together to produce the most favorable results. Our firm can help you reach those results with an in-depth evaluation of your financial profile.