Timothy McKee

About Timothy McKee

I am a flat fee financial planner offering fee-only financial advice in Ohio and across the country. Also, I am the boss of my own practice. I don\'t report to anyone, and nobody besides me has control over the decisions I make for you. This allows me to be unbiased. I make decisions that are truly in your best interest, not to sell a product for the sake of satisfying my boss\'s quota. I work with both individuals who seek clarity in their personal financial plans and small businesses seeking guidance on setting up their LLC, S-Corp, C-Corp, as well as setting up employee benefits plans for their teams. As a CPA, I bring an emphasis on tax efficiency to financial planning. I consider the tax impact of planning strategies to be critical to properly serving individual clients and small businesses. ​As a Personal Financial Specialist (PFS), a credential is granted exclusively to CPAs, I am an experienced tax professional with a comprehensive knowledge of financial planning. All areas of personal financial planning — estate, retirement, investments and insurance — have tax implications. A CPA/PFS has the experience, ethics and financial knowledge to get the job done right. ​From my years in the bank, particularly leading compensation and benefits, I have a strong understanding of employee compensation programs, including executive compensation. ​Before establishing my own financial planning practice, I worked for S&T Bank in Indiana, Pennsylvania for 29 years. One of my responsibilities was helping the bank’s employees to structure their benefits packages to meet their personal and family financial goals. In this realm, I developed a deep knowledge of how to advise employees to manage their savings by utilizing defined benefit plans, defined contribution plans, company 401(k) match, restricted stock awards and units, non-qualified deferred compensation arrangements and health savings accounts. I also directed the bank\'s financial wellness program and offered in person and virtual classes on retirement planning, budgeting, and other relevant areas of personal finance. Investment advice offered through Stratos Wealth Partners, Ltd, a registered investment advisor. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.

Experience

1. Personal Financial Specialist

   Timothy P. Mckee, Cpa, Pfs

   Mar 2023 — Present · Cleveland, OH, US

Education

• Grace College & Seminary

  Bachelors, Accounting

  1981 — 1983

• Bob Jones University

  Toward Bachelors, Accounting

  1979 — 1981