Drew McKaig
Financial Advisor at Fullerton Financial Planning
- Role
- Financial Advisor at Fullerton Financial Planning
- Location
- Peoria, AZ, US
- LinkedIn followers
- 500 followers
About Drew McKaig
Drew McKaig has been assisting clients planning for, or in Retirement or more nearly 20 years. Specializing in wealth preservation and income producing portfolios. Drew assists clients with their transition into retirement, to secure their investment plan, while providing the latest in tax-advantaged strategies. Fullerton Financial has a great team of advisors to assist you with your Retirement Planning needs. Drew holds a series 65 license for securities and investments. He is a public speaker, frequently conducting seminars on retirement, income, investment and social security planning. Specialties: Retirement Income Specialist, Senior Wealth Management, Speaker on Tax Planning Strategies, Estate Planning Strategies for Retiree\'s.
Experience
Financial Advisor
Jun 2016 — Present
Education
Northern Arizona University-The W. A. Franke College of Business
Bachelor of Business Administration (B.B.A.)
1979 — 1983
Skills
- Portfolio Management
- Wealth Management
- Wealth Transfer
- Investments
- Indexed Annuities
- Wealth Preservation
- Retirement
- Customer Service
- Tax Preparation
- Retirement Planning
- Estate Planning
- Public Speaking
- Social Security
- Financial Planning
- Fixed Annuities
- Investment Advisory Services
- Financial Services
- Retirement Income Strategies
- Strategic Planning
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