Breadth and depth of technical financial expertise
McKinley Carter advisors have deep knowledge in multiple financial topics and the breadth of knowledge to understand how different financial issues affect each other.
Our advisors not only analyze whatever documents clients share with us (e.g., investment statements, tax returns, corporate papers, wills and trusts, loan documents, and insurance policies), but we also evaluate other assets affecting our clients' financial futures – including, but not limited to, their education, career accomplishments, businesses, real estate, and even the people and organizations around them.
Typically, this means we address the following types of financial issues and opportunities with our clients:
- Investment management
- Retirement planning
- Estate and legacy planning
- Trust services
- Career and business consulting
- Risk management and insurance
- Mortgage and other debt management
- Administrative concerns
- Illiquid asset management
Continue reading to learn more about the second component of effective Wealth Management:
Capacity to communicate and coordinate