We are McKinney Moore Financial professionals. We take the time to get to know each of our clients. When it comes to retirement, we seek to answer the following five questions:
- What do you visualize yourself doing on your journey through your golden years?
- How are you going to position your life savings to provide funding for your vision?
- How can we position those assets in a way that provides you confidence and peace of mind?
- What are you going to do when and if the unexpected happens?
- What will happen to your assets when it’s time for you to pass on?
How We Can Help You:
- IRA Accounts
- Roth IRA Accounts
- 401(k) and Other Qualified Plans
- Non-Qualified Retirement Plans
- Retirement Plan Rollovers
Schedule Your Appointment with
Shawna McKinney Moore
Phone (714) 340-5757
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.