Top-Grade Insurance Planning Services
Managing Risk
At McKeon Financial, we look at your level of exposure to financial risk from events such as "living too long, dying too soon, or needing help along the way." Our goal is not to eliminate ALL risk because this would be expensive and unnecessary.
Instead, our target is to figure out what your most critical or personally important areas of risk are and, where appropriate, to balance those risks with the amount of insurance protection you feel comfortable with.
A Good Defense
At McKeon Financial, we will look at ways we can use insurance products, with their underlying guarantees, as a good “defense.” Our goal is to help offset negative or unstable market returns while helping to protect retirement funds and future income needs. Call us today.
Consolidation
Wherever possible, we look “outside the box” at ways McKeon Financial may be able to save our clients’ money using alternative strategies and hybrid products. Our goal is to give you access to solutions that can be more efficient and cost-effective by addressing multiple areas of concern rather than trying to address each area of risk individually.
Protect Your Future With Long-Term Care or Life Insurance
Don't leave your future up to chance! A Long-Term Care insurance policy, Living Benefits Life Insurance or Fixed Annuity with Guaranteed Income Rider purchased through McKeon Financial can help preserve your lifestyle.
Insurance can be complicated, so choose an experienced professional to handle the assembly of your policy. You'll get personalized attention and a plan that suits your needs and your budget! Enjoy complimentary beverages and stay connected with FREE Wi-Fi when you visit our office for a consultation. We offer FREE parking.
Insurance Planning
After working throughout Washington for so many years and building our Long-Term Care insurance client base to approximately 1,000 clients, we feel a strong sense of responsibility to be there for them.
Some clients have been with us since 1996. We remain in touch, answer questions, review our client's policies, and help them in claim.
Dedication is being there for our clients in their good times and especially in their bad times. We want our clients to know that they can count on us.
We know far more about Long-Term Care insurance than most financial planners and insurance professionals, and we can help new clients with this very important area of planning.
We can help clients with other areas of insurance planning such as life insurance, health insurance, or with Medicare Supplement or Medicare Advantage products by referring them to other trusted professionals who specialize in those areas. Learn more about stock market alternative options.
Insurance is a product of the insurance industry. Guarantees are subject to the claims-paying ability of the insurance company and surrender charges may apply if money is withdrawn before the end of the contract. Please keep in mind Insurance companies alone determine insurability, and some people, for their own health or lifestyle reasons, are deemed uninsurable.