At McKenzie Financial Group, our financial guidance is grounded in honesty, simplicity, and old-world values. After a lifetime of showing up and working hard, you deserve a future built with intention and integrity. Our approach is focused on helping you move forward with clarity through thoughtful guidance rooted in real connection. We understand the dedication it takes to build your success over a lifetime, and we are committed to helping you protect your future so you can pursue the freedom and purpose you imagine in retirement, living the life you imagine.
Founder & President
Scott leads McKenzie Financial Group with grit, humility, and a deep sense of purpose. Raised in rural South Carolina, he learned the value of hard work early while working tobacco fields with his family and became the first in his family to attend college. His path from business ownership to ministry to financial planning has been anything but conventional, but each chapter reinforced his belief in serving people with integrity, consistency, and faith. Today, Scott helps clients navigate financial decisions with clarity and confidence, bringing straightforward guidance, steadfast support, and a people-first mindset to every relationship.
ROOTED IN
At McKenzie Financial Group, we believe effective planning does not have to be complicated. Our approach is rooted in simplicity and transparency; taking the time to help you understand what you have, what you need, and where you are going. Trust is built through honest conversations designed to bring clarity to complex situations. Our mission is to help you move into retirement with wisdom, discernment, and the freedom to live with purpose and peace of mind.
At McKenzie Financial Group, our mission is to help you build a plan that helps you retire without fear. Through income planning, wealth preservation, insurance strategies, tax planning, and legacy-focused solutions, we design complete plans around the life you envision. Grounded in integrity, we aim to simplify the process so you can feel empowered to move forward with confidence and peace of mind, knowing your wealth is protected, and you have the freedom to pursue your dreams in retirement.
Contact us today for a comprehensive written financial plan.
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Investment advisory services are offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser. Nothing on this website constitutes investment, legal or tax advice. Any historical performance data is solely illustrative and provided as general information and is not a prediction or any future results or any past results for any specific client of Foundations. This website and its contents do not make any recommendation that any particular security, portfolio of securities, transaction, investment or planning strategy is suitable for any specific person.
Personalized investment advice can only be rendered after the engagement of Foundations, execution of required documentation (including a client agreement), and receipt of required disclosures. Investments in securities involve the risk of loss, including a total loss of money invested. Any past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where Foundations and its advisors are properly licensed or exempt from licensure; Foundations reserves the right to accept or reject any prospective client. For more information about us, please go to
https://adviserinfo.sec.gov and search by our firm name or by our CRD #175083.