Meghann McKenna
Specializing in Multigenerational Family and Business Planning
- Role
- Owner and Financial Adviser at Mckenna Financial
- Location
- Bozeman, MT, US
- LinkedIn followers
- 500 followers
About Meghann McKenna
Beyond the 15+ years of personal experience as a Financial Professional, our Family-Owned…
Experience
Owner and Financial Adviser
Mar 2004 — Present
The roots of McKenna Financial are deep and strong. The firm traces its origins back to 1949 when my grandfather quit his job working for Northern Pacific Railroad to become a New York Life agent. My father joined the organization in June of 1974, I followed suit in 2004, and my sister joined in 2013. In addition to our family members, we are also fortunate to have other talented advisers and staff on our team who are passionate about helping our clients achieve their financial goals. OUR MISSIONWe provide individuals and business owners with a broad range of financial services and products, including financial planning, insurance, and investments. Our areas of specialty are multi-generational planning and business planning. We are committed to developing strong, long-term relationships with our clients, their families, businesses and other professional advisors. Forming a strong coalition of a client\'s advisors helps provide cohesive, consistent advice to the client and makes the sum of the whole greater than each individual part.We are committed to our families, employees and community and believe in the importance of maintaining balance between our practice and our family life. Providing opportunities for our employees to grow in their careers is important to the success of our clients and the firm. Being active in the community and using our resources to help others is also a key part of our philosophy.
Education
Montana State University-Bozeman
Bachelor of Science in Marketing
Skills
- Asset Protection
- Lifetime Income Strategies
- Buy-Sell Agreements
- Strategic Planning
- Multi-Generational Planning
- 401(K) Rollovers
- Business Insurance Planning
- Legacy Planning
- Charitable Giving
- Life Insurance Strategies
- Wealth Transfer Strategies
- Business Exit Strategy
- Key Person Insurance
- Ira Rollovers
- Retirement Planning
- Supplements to Employee Benefits
- Investments
- Leadership
- Wealth Preservation Planning
- Business Succession Planning
- Succession Planning
- Estate Planning
- Risk Management
- Permanent Life Insurance
- Personal Finance
- Protection Planning/Family Security
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