McKee Investment Planning

Business Services Overview

Retirement Plan Creation and Administration

McKee Investment Planning provides the expertise to create the retirement savings plan that meets the specific needs of the business owners. Handling the creation, administration, testing and reporting of 401 (k), Roth 401(k), Profit Sharing, Social Security Integrated Plans, SEP IRAs, & SIMPLE retirement plans.

Working together with the business owner, MIP will identify the retirement plan that best fits the business and is best aligned with the goals of the owner. We integrate the plan creation, administration, and investments into one so that the business owner needs only one point of contact, making it an easy turn-key operation.

Employee Benefits Communication - Financial Planning Workshops for Employees

Understanding the decisions with respect to the benefit programs and plans for companies can be a daunting task for employees. McKee Investment Planning hosts training sessions with your employees to help them better understand the financial planning process and how to incorporate their elective contribution retirement plan into their life goals. Additional topics covered can include, life insurance, health insurance, disability insurance, long term care insurance, college planning, retirement planning, and budgeting.

Business Planning & Consulting

In today's fast-paced and competitive environment, successful businesses must be dynamic in meeting their customer's needs in the most efficient manner. MIP can provide P&L analysis, combined with real-world perspectives to enhance profitability. When the revenues don't correspond to the bottom-line, MIP pinpoints the problems and provides a clear path of resolution.