Ana McKinley

Associate

State(s) Licensed:   AK, CO, IL, KS, KY, WI

Phone 262-484-4825
Address

520 58th Street, Ste 202
Kenosha, WI 53140

Ana McKinley

State(s) Licensed:   AK, CO, IL, KS, KY, WI

What matters most to you?

We all have goals. Whether it’s setting up or running your own business venture, protecting your family’s financial future, or ensuring a secure retirement picture, having guidance along the way is a must. Start with a complimentary financial conversation. Together we can answer questions like:


·        I’m starting a new business, what do I need?

·        When do I need to create a succession plan?

·        How do I save for the future while raising a family?

·        How do I make my finances work harder and rest easy with the outcome?

·        How can I protect my loved ones in case of an unexpected setback?

·        How do I stay on track with my retirement strategy?

·        Can I protect my family against the impact of an extended-care event?

Achieving your goals starts with a conversation.

Planning for the future can be simplified by meeting with a financial advisor. Retirement income planning, personal finance guidance, college planning, investment management, charitable giving, life insurance, and solutions for extended care can all be clarified with a consultation.


I was a tax preparer, so I carry my knowledge of income tax law into every aspect of financial advising and planning. Thrivent has the analytical tools to help clients save on income taxes over their lifetime. That allows you to be more generous to people and causes you care about.


I work with businesses, families, and retirees in and around Kenosha, Wisconsin. Call today to schedule a time and take control of your financial future. Let me help you reach your individualized financial clarity!

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Downtown Kenosha Office

Phone:
262-484-4825
Mobile:
303-956-7558

Hours

M – F: 9 a.m. – 6 p.m.