About McKinney Moore Financial

TRUST * INTEGRITY * RESPECT*

Built on honesty, integrity and personal service, McKinney Moore Financial is looking to partner with you, helping you reach your financial potential. Our goal is to create a comprehensive retirement strategy that utilizes investments, insurance, risk management, tax and estate planning.

We understand that there is no “one-size- fits-all” approach, which is why every client gets our undivided attention – from planning to execution to follow-up. You’ve worked hard getting yourself to retirement; it’s our job to help you sustain and enjoy it.

 

 

How We Can Help You

RETIREMENT PLANNING

  • IRA Accounts
  • Roth IRA Accounts
  • 401(k) and Other Qualified Plans
  • Non-Qualified Retirement Plans
  • Retirement Plan Rollovers

BUSINESS PLANNING

  • Business Income Tax Reduction Strategies
  • Buy Sell Agreement Design
  • Deferred Compensation Strategies
  • Business Exit Strategies
  • Retirement Plans Including 401(k)s, Simple IRAs, SEPs

INCOME STRATEGIES

  • Systematic Income Streams
  • Tax-Efficient Income Models
  • Income Longevity Solutions
  • Social Security Claiming Strategies

ESTATE PLANNING

  • Estate Tax Reduction Strategies
  • Estate Tax Funding Strategies
  • Life Insurance Trust Design
  • Life Insurance Policy Design
  • Shopping for the Most Competitive Life Insurance Policy
  • Charitable Planning
  • Wills/Trusts
  • Gifting Strategies to Benefit Your Children/Grandchildren

Tools We Can Use

RISK MANAGEMENT & LIFE INSURANCE

  • Term Life
  • Whole Life
  • Universal Life
  • Indexed Life
  • Long-Term Care
  • Medicare Supplement Plans

ANNUITIES

  • Fixed Annuities
  • Fixed Indexed Annuities
  • Immediate Annuities

ALTERNATIVE INVESTMENTS

  • Real Estate Trusts
  • Collateralized Notes
  • Oil and Gas
  • Life Settlements

State Licenses:

CA #0I20236, WA #150069, NV #3380801, FL #W519107, OH #1236940, AZ #5759354

Email Address: info@mckinneymoore.com

Phone: (714) 340-5757

Learn More About Our Team Below!

Shawna McKinney Moore

RICP®, LUTCF, Financial Advisor

David Moore

Marketing Coordinator

State Licenses: CA #0I20236, WA #150069, NV #3380801, FL #W519107, OH #1236940,  AZ #5759354
Advisory services offered through Foundations Investment Advisors, an SEC Registered Investment Adviser.