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
- 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 PlanningAdditional 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