Building Blocks for Your Future

Defining Wealth

At McKeon Financial, we believe wealth is more than just money. We believe the most important step to helping clients pursue their vision of wealth is helping them define that vision. Our recommendations to clients are weighed against the values and desires that make up their vision, as we look at ways to help them create that wealth.

Our goal is to consider all the important and unique parts of your life that make up your vision of wealth, with the understanding that your finances will be the primary area of focus. Call us to help you secure your future.

A Good Offense

At McKeon Financial, we use traditional methods to evaluate important aspects of our client’s financial health such as risk tolerance and liquidity needs in order to make appropriate recommendations. We have the experience, credentials, and access to be able to do the same type of investing as other firms.

However, we believe our greatest abilities lie within our experience and success using alternative investment strategies. Our goal is to get to know your immediate top-of-mind thoughts, questions, comments, and concerns, and explore any ways we can help address these things while keeping in mind your future goals and the successes we have had with other clients using our unique investment approach.

Trust an Independent Advisor to Secure Your Lifestyle

You don't want your retirement plans to be dependent on a good stock market, so choose an advisor who understands how to put you on the right track for returns that are independent of market fluctuations.

The True Diversification Solution

You'll find a specific approach which focuses on protecting against a bear market. It also focuses on inflation with a special method of diversification. This aims for higher returns with less volatility than a traditional strategy. With a specific approach to retirement planning, the experts at McKeon Financial will help put your future on solid ground. 

Alternative Investments involve substantial risks that may be greater than those associated with traditional investments and may be offered only to clients who meet specific suitability requirements, including minimum net worth tests. These risks include but are not limited to: limited or no liquidity, tax considerations, incentive fee structures, speculative investment strategies, and different regulatory and reporting requirements. There is no assurance that any investment will meet its investment objectives or that substantial losses will be avoided.