Tax planning is a year round or even multi-year process that involves all facets of a client’s income and expenses. Your income, expenses and investments impact your tax liability. Careful pre-planning may help reduce your tax obligation. K-Mack Financial provides integrated expertise in both investment planning and tax management to help enhance your after tax results.
Investing doesn’t need to be complicated to be effective. At K-Mack Financial, LLC, we will help you make sense of investment management and create a low-cost world-class strategy that will help you achieve your financial goals.
Our fee-only financial planning services provide direction and meaning to most financial decisions. They allow someone to understand how each financial decision may affects other areas of their finances, helping our clients to make informed decisions.
The decision of whether to delay Social Security benefits is a trade-off: give up benefits now, in exchange for higher payments in the future.
About Kevin McKenney
Kevin M. McKenney is the founder of K-Mack Financial, LLC., and has over 34 years in the financial industry with the last 25 years at Northern Trust. K-Mack Financial, LLC is a Fee-Only Registered Investment Advisor. We do not receive any fees or commissions from any bank, brokerage house, or insurance company. Our investment decisions are not influenced by any criteria that would benefit us at the expense of the client.
K-Mack Financial, LLC is in the business of investment management and tax planning. Decisions are not made as isolated incidents but with an eye on how investments impact taxes and how taxes impact investments.
Smart planning keeps taxes lower. Low tax preparation fees keep costs lower. We do both.