Jim MacKay (CFP®)

Jim MacKay focuses in the
following client markets or areas of practice:

  • Baby Boomers
  • Business Owners
  • Hourly
  • Investment Advice with Ongoing Management
  • Investment Advice without Ongoing Management
  • Retirement Plan Investment Advice

Planning Specialties

   We take pride in being different. Not simply for the sake of being different, but because the financial services industry desperately needs to change.
   One of the most satisfying ways we are different is that we can and will work with anyone….anyone that is, who…
  • Desires professional guidance 
  • Appreciates how our independence improves our advice 
  • Understands the value in paying for advice, not products 
  • Is committed to their own financial well-being 
  • Has yet to find an advisor with the right combination of professionalism, personal attention, honesty, and commitment to acting in the clients best interest. 
   Often, our clients are professionals, business owners, retired executives and managers, families with children, or mid-career people with a variety of financial goals.

Additional Information


Life Planner
The first hat is that of a Life Planner.  During this phase, we ask questions to understand exactly what you want to accomplish during your lifetime.  We want to understand your goals, desires, dreams, and really get to the heart of what you hope to accomplish with the time you have left. 
Financial Planner
The second hat is that of a Financial Planner.  Here, we analyze your financial situation, quantify the cost of goals, and through the use of financial tools, design a strategy to maximize the odds of achieving those goals. 
Investment Advisor
The third hat we wear is that of an Investment Advisor.  Once we truly understand you, your goals and your financial situation, we recommend appropriate financial products to help you achieve success.  

NAPFA Start Date

February 18, 2014


This Office

2142 W Chesterfield Blvd E201 Springfield, MO 65807-4237 Phone: (417) 268-9191