Business Services Overview

Retirement Plan Creation and Administration

  McKee Investment Planning provides the expertise to create the plan that meets the specific needs of the business owners. Handling the creation, administration, testing and reporting of 401 (k), Money Purchase, Profit Sharing, Targeted Benefit, SEP, SIMPLE, etc.

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 include, life insurance, health insurance, disability insurance, long term care insurance, college planning, retirement planning, and budgeting.

Business Planning, Consulting, & Forecasting

   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, provides a clear path of resolution, and follows through with the implementation.

Working Capital Management

   For businesses that must hold substantial amount of cash available, MIP provides a systematic approach to cash management, enabling the business to earn the highest possible return on otherwise idle cash.

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