Ana McKinley

Associate

State(s) Licensed:   CO, IL, KY, OR, WI

Phone 262-484-4825
Address

3312 47th Avenue
Kenosha, WI 53144

Ana McKinley

State(s) Licensed:   CO, IL, KY, OR, WI

What does money mean to you?

We all have outcomes we’d like or expect to see down the road. Whether it’s ensuring a comfortable and confident retirement picture, starting the small business venture you’ve always wanted to try, or leaving a positive legacy, having guidance along the way is a must. Start with a complimentary financial conversation. Together we can answer questions like:

  • What can I do to mitigate the effect of income taxes on my finances long term?
  • Am I on track to retire when, where, and how I want?
  • How do I generate ample income streams in retirement while investing efficiently?
  • Can I protect my family against the impact of an extended care event?
  • How can I ensure I leave a legacy that outlives and outgives me?

Let's put your plans in motion

Want to pursue lifelong dreams — while supporting people and causes you care about? The right guidance can help you get there. Tell me where you're at today. Driven by your goals and values, I'll draw on my industry expertise to help you map out a path to a more secure financial future.

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Location

Kenosha Office

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

Hours

M – Th: 9 a.m. – 6 p.m.

Fri: 9 a.m. – noon