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Simplify Complexity. Align today's decisions with tomorrow's goals.

At McKay Retirement Consultants, we provide personalized fiduciary guidance to help business owners, retirement plan sponsors, individuals, and families move forward with absolute clarity, confidence, and tax efficiency.

What We DoGoing Beyond
The Numbers

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Financial success looks different for every person who walks through our door.

For business owners, the personal and the professional rarely stay separate: the future of your business, the benefits you provide your team, and the retirement you're building for yourself are all part of the same picture, and we help you plan for all of it.

As a retirement plan sponsor, you are tasked with making many plan decisions. We partner with you to meet your obligations to plan participants, minimize fiduciary liabilities, and maximize benefits to support your goals and objectives.

For individuals and families, it's about bringing your full financial life into focus so that what you have today is connected to everything you're working toward tomorrow.

The right financial advice should account for more than investments alone.
It should reflect your business, your responsibilities, your family, and the future you are working to build.

Who We Work WithIndependent Guidance for the People and Organizations Planning Ahead

Business Owners, Business Strategy, and Personal Planning Connected.

Business Owners, Business Strategy, and Personal Planning Connected.

For owners balancing company growth, personal wealth, retirement planning, and future transition decisions.

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Retirement Plan Guidance with Fiduciary Focus

Retirement Plan Guidance with Fiduciary Focus

We support plan sponsors with independent oversight, plan design consulting, investment monitoring, and participant education designed to strengthen retirement outcomes for your entire team.

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Individual & Family Services

Individual & Family Services

For people and families who want thoughtful advice across retirement, investments, taxes, legacy, and major life milestones.

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How We HelpOur Core Pillars

These core pillars shape our practice, highlighting where our experience and thoughtful guidance can create the most meaningful, lasting impact. As independent advisors, our services are designed to bring perspective, discipline, and continuity to your business, retirement plan, and personal financial decisions.

     Business Owners

  • Business Succession Consulting
  • Business & Personal Tax Strategies
  • Personal Wealth & Retirement Planning
  • Transition & Exit Planning

     Retirement Plan Sponsors

  • Plan Design Consulting
  • Fiduciary Investment Oversight
  • Employee Education & One-on-One Financial Wellness Meetings
  • Competitive Benchmarking of Fees & Plan Benefits

     Individuals and Families

  • Personal Financial Strategies
  • Personal Tax Strategies
  • Retirement Income Planning
  • Estate & Legacy Planning Coordination
Our ProcessA Clear Path Forward, Built Around You

Our ProcessA Clear Path Forward, Built Around You

We help business owners, retirement plan sponsors, and individuals and families feel more confident about the financial decisions ahead—with guidance that is personal, practical, and built around what matters most to you.

I - Discovering Your Vision

We start by getting to know you. Every business, retirement plan, and family has its own story. We take time to understand your goals, concerns, responsibilities, and opportunities before helping you decide what comes next.

II - Designing the Strategy

Together, we build a plan with purpose. Your strategy may bring together investments, retirement income, business planning, employer-sponsored plan support, risk & tax management, and legacy goals—so each decision supports the bigger picture.

III - Monitoring & Adapting

Built to endure, designed to adapt, we stay with you as your life and business change.Through regular reviews and ongoing conversations, we help your plan stay aligned with changing markets, regulations, business needs, plan responsibilities, and personal priorities.

Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Decades of experience have prepared us to guide you through your life transitions.

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Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Our Resources

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

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Contact UsReady to take the next step?

Start with a conversation. We will listen first, understand where you are today, and help you build a thoughtful path toward what comes next.

Contact Us