Fiduciary Financial Advisor in Myrtle Beach, SC
In addition to the investment approach you take, the financial advisor you select to help you plan and save for retirement is one of the most important decisions you need to make.
When looking for an advisor, it’s important to find one whose strategies are aligned with your needs and goals. Another good idea is to find an advisor who is a fiduciary – meaning one who is held to the highest regulatory standard and bound by law to always act in your best interest.
At McKenzie Financial Group, we are fiduciaries who specialize in actively managed financial strategies geared toward retirement income.
Wealth Planning in Retirement
During your working years, you will utilize more growth-oriented financial strategies because your goal is to accumulate and grow your savings as much as possible. Since retirement is still decades away, you have the time to ride out a potential market downturn. But as you near retirement and get ready to transition into the distribution stage of life, you lose the luxury of time.
If you’re still investing for growth as retirement nears and another major market correction occurs, you could be forced to sell increasingly larger shares of your investments to generate the income you need. Do this too many times and you run the risk of cannibalizing your savings.
That’s why, as you approach retirement, we believe you should work with a fiduciary financial advisor who understands the best ways to help preserve your principal and turn your savings into a renewable source of steady income.
Speak to a Financial Advisor
With a free, no-obligation consultation, our financial advisors can help determine if you’re on the right path to enjoying the retirement of your dreams. In our initial meeting with you, we will create a financial risk management plan to help ensure that the level of risk you are exposed to is appropriate for your current stage in life. After sitting down to get to know you, we can help create effective risk management and asset preservation strategies appropriate for your goals and situation.
Our Services
Let's Build Your Future With Intention
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.