McKeon Financial - Northwest Specialists Planning Your Financial Future since 1996
McKeon Financial Background
John McKeon is a financial service professional dedicated to the retirement planning and insurance needs of individuals and families.
In 1996, following his Naval Submarine Service, John began his career in Washington as a Long Term Care insurance agent, and was honored with the acclaimed Agent of the Year Award for the Northwestern United States for five years running with GE Financial, now Genworth Financial. Additionally, John was a member of GE Financial’s Presidents Club for two of those years, being among the top twelve agents out of ~1000 agents nationwide. Today, John has close to one thousand individual LTC insurance policyholders.
John’s clients were hit hard by the market crash that followed the 9-11 tragedy. In 2002, he interviewed approximately 300 households, with people typically in their 50’s, 60’s, and 70’s, and saw their average stock market portfolio go down by about a third. John spent much of his time with clients who were already retired or about to retire, who needed significantly less daily volatility, but who also needed consistent monthly income as well as growth to help offset inflation.
John wanted to be able to offer suitable and appropriate alternatives to his clients to help them navigate through retirement, and John wanted to have more choices available to his clients than what he saw in the typical stock, mutual fund, and annuity portfolio. Over the years, John studied with multiple experts throughout the country, and significantly expanded his business and his services.
Today, McKeon Financial is a fully independent financial planning and insurance agency. John holds the Series 7, Series 66, and Series 24 Securities Licenses, as well as Insurance Licenses for Life and Disability. John is able to offer his clients securities and advisory services through Independent Financial Group, LLC, a registered broker-dealer and investment advisor. John was recognized in 2009 and again in 2010 as one of IFG’s Top Producers, among the top 20 representatives out of approximately 400 nationwide, based on the highest levels of production.
Fifteen years later and McKeon Financial is an “overnight success”. McKeon Financial is very focused on meeting the needs and providing support for all of our clients, both for our securities clients and for our insurance clients.