Wealth Accumulation

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.

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 unique approach which focuses on protecting against a bear market and inflation with a special method of diversification that aims for higher returns with less volatility than a traditional strategy. With a unique approach to retirement planning, the experts at McKeon Financial will help put your future on solid ground.
Call us now for your complimentary portfolio review and consultation!
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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