Estate & Legacy Planning

Your Values and Your Legacy

Team Approach

McKeon Financial works closely with other key planning professionals. Much of how we help clients reach their financial goals relates back to their estate needs. Our objective is to act as either the "quarterback" or as a "team player" with your other trusted advisors in tax planning, real estate, business succession, probate, wealth transfer, and the preservation of your legacy to ensure your estate needs are met.

Living Needs

At McKeon Financial, we are very focused on your needs while you are living. We educate you about protecting your family and preparing for major life events, such as becoming disabled, needing long-term care, transferring assets while alive, and transitioning into retirement. Our goal is to ensure your rights and desires are protected, even if you become incapacitated. 

End of Life Planning

We work with you, your loved ones, and any other advisors to address your estate needs and make sure everything is set up the way you want it to be. We also make sure your loved ones, beneficiaries, trustees, or executors are properly equipped to put your plan into place upon your passing. Our objective is to ensure your plan at the end of your life is carried out as easily as possible.
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John McKeon is licensed to sell securities in the following states: AZ, CA, CO, FL, HI, KS, MN, MT, NC, NV, NY, OH, OR, TX, WA, & WI.

Learn More About McKeon Financial

John McKeon is a registered representative offering securities and advisory services through Independent Financial Group LLC, a registered broker-dealer and investment advisor. Member FINRA / SIPC. Independent Financial Group LLC and McKeon Financial aren't affiliated. Office of Supervisory Jurisdiction: 12671 High Bluff Dr. Ste 200, San Diego, CA 92130 WA Ins #238134.

This information is from sources we believe to be reliable; however, we can't guarantee or represent that it's accurate or complete. Because investors' situations and objectives vary, this information is not intended to indicate suitability for any particular investor.
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