Knowledge / Wisdom
In general I think that the investment firm is one of the most important things to consider when a client is thinking of investing. The investment representative must know his client, his objectives, and tolerance for risk, time horizon and exposure to taxes. The firm must have the ability to provide to the client the complete scope of investment services that the client requires. Several examples include personal checking, business checking, short term cash management, business retirement plans, insurance services, trust and estate planning services.
Marines have faithfully served this country and I am committed to providing you, your family and friends with an exceptional level of service and the high quality investment products that the industry has to offer. When you refer friends or family members to me, you will be completely confident that they will receive a high level of service and professional care.
Discipline is the application of a consistent and rigorous process that when tested over an extended period of time yields outstanding results. As a Marine for more than 20 years, there are three principles on which I have based my business: Integrity, Discipline and Service. Integrity is the hallmark of being a Marine. Our business relationship will be built on absolute integrity. My investment approach will be based on disciplined strategy, long term; time oriented focused investment strategies that will be tailored to meet our client’s goals, objectives and their tolerance for risk.
“Excellence is not a skill it is an Attitude.”
Excellence is not what we do, excellence is who we are. It is our deepest commitment. We are truly committed to the success of you and your family. You will see our excellence in all that we do. If you are truly committed to excellence, no dream is too big, no detail is too small.
We believe that you have worked hard to accumulate your wealth and therefore deserve a firm that refuses to settle for mediocrity. Our objective is not for our clients to be pleased with McKinney Group Wealth instead we want our clients to be ecstatic! We want you to be overwhelmed by our thoughtfulness, attention to detail, personalization and proactivity that you feel compelled to introduce us to your family, friends and others you care about. It all begins with the pursuit of excellence.
We believe that all of our clients expect and deserve the highest level quality of service, excellence in investment strategies and absolute dedication when it comes to the implementation of their wealth strategy and commitment to their success and success of their families.
If these ideas are consistent with what you expect from a team of investment professionals then McKinney Group Wealth is the right firm for you.
If you would like to meet with one of the professionals on our team, the first step is to call or send us an email to set up an initial consultation.