Mackay Financial Planning

Jim MacKay Financial Planning is a fee-only, fiduciary financial planning and investment management firm based in Springfield, Missouri. We work with individuals throughout the United States to create personalized financial plans and achieve their financial goals.

Our Mission

Our mission is to provide clients with clear, concise, and actionable financial guidance based on their unique needs and goals. We achieve this by:

• Eliminating product sales, unnecessary fees, and conflicts of interest to offer transparent and unbiased advice.
• Utilizing plain English and open communication to ensure clients understand their financial plans and investments.
• Providing comprehensive financial planning that extends beyond just investments to address all aspects of life, including retirement planning, estate planning, and risk management.

What Sets Us Apart

We believe financial planning should be accessible, transparent, and easy to understand. We utilize powerful technology and data-driven insights to create tailored plans specifically designed for each client.

Our core values guide our interactions:

• Integrity: We are committed to honesty and transparency in all aspects of our business.
• Client-centricity: Our clients are at the heart of everything we do.
• Simplicity: We believe financial planning should be straightforward and easy to understand.
• Value-driven: We believe in providing exceptional value to our clients through personalized planning and ongoing support.

Our Services

We offer a wide range of financial planning and investment management services, including:

Personal Financial Planning

• Budget & Expense Planning
• Retirement Planning & Analysis
• Tax Planning & Optimization
• Estate Planning & Insurance Review
• Wealth & Investment Planning
• Goal Setting & Review

Investment Management

• Comprehensive Portfolio Review & Analysis
• Goal-Based Portfolio Design & Implementation
• Ongoing Portfolio Monitoring & Rebalancing
• Performance Tracking & Reporting

Custom Solutions

We tailor our services to each client's unique needs and goals. We offer:

• Project Planning: Focused guidance for specific financial situations, such as retirement planning, estate planning, or investment review.
• Ongoing Planning & Investment Management: Comprehensive financial planning and ongoing investment management for long-term financial stability.

Our Commitment

At Jim MacKay Financial Planning, we are dedicated to helping you achieve financial clarity, security, and peace of mind. We believe financial planning is an ongoing journey, and we are committed to partnering with you every step of the way.