L McKinley (CFP®, EA)

L McKinley focuses in the
following client markets or areas of practice:

  • Business Owners
  • Cash Flow/Budgets/Credit Issues
  • Estate & Generational Planning Issues
  • Generation X
  • Investment Advice without Ongoing Management
  • Tax Planning

Planning Specialties

I love to help with the following: • Side Business Start Ups • Personal and Business Goal Setting • Tax Planning • Investment Advice • Employee Benefits • Employer Equity Compensation • Retirement Planning

Additional Information

I am L. McKinley, a certified financial planner and owner of MNM Vested, LLC. I love to help people set and reach goals. Life goals, career goals, business goals, legacy goals. I am an effective and useful resource partner with a wealth of experience in financial planning, income tax and small business consulting ready to team with you and help you define and pursue financial independence. I will help you identify and add greater detail to goals that you want to accomplish and, together, we begin the process of pursuing your goals.

NAPFA Start Date

February 17, 2022

Submit
Submit

This Office

25722 Kingsland Blvd, Ste 113A Katy, TX 77494 Phone: (281) 582-0228