Ana McKinley
Associate
State(s) Licensed: CO, IL, KY, OR, WI
Phone: 262-484-4825
Address:
3312 47th Avenue
Kenosha, WI 53144
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
Hours
M – Th: 9 a.m. – 6 p.m.
Fri: 9 a.m. – noon