Ann McKinney - Financial Representative

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As a Financial Representative, Ann is here to not only help her clients throughout the process of financial planning, but to also ensure that every person of whom she encounters, has the best experience possible and they are valued as a human being.

Not sure where to begin when it comes to starting a financial plan for your family? Let's talk.
09/22/2021

Not sure where to begin when it comes to starting a financial plan for your family? Let's talk.

How do you start financial planning for families? It not only involves creating a budget, it also includes figuring out family goals — read these tips to learn more.

Reach out if you need help figuring out how to work family goals into your financial plan.
09/20/2021

Reach out if you need help figuring out how to work family goals into your financial plan.

Wrangling your budget while raising a family can seem overwhelming — but it doesn’t have to be. Here are 3 tips on how to save money for your family financial goals.

This is why retirement planning and a solid strategy to create retirement income is so important. Please reach out if yo...
09/16/2021

This is why retirement planning and a solid strategy to create retirement income is so important. Please reach out if you’d like help with your planning.

Can I avoid paying taxes my 401(k) withdrawal? There are strategies you can use to minimize your tax burden. Learn how to make tax-efficient 401(k) retirement withdrawals.

Reach out if you need some help figuring out the best savings plan for your family.
09/13/2021

Reach out if you need some help figuring out the best savings plan for your family.

When it comes to setting up savings plans for college, the earlier you start the better. Here are 6 options to consider.

Tips to help you and your budget before you restart your payments.
09/08/2021

Tips to help you and your budget before you restart your payments.

Repayment of student loans stays on pause through January 2022. Here’s what you can do to ease back into your payments.

Expect to see a wide range of Labor Day sales and end-of-summer deals.
09/02/2021

Expect to see a wide range of Labor Day sales and end-of-summer deals.

Labor Day always brings a reliable range of sales in several different categories. Here are 4 things to buy in September and 2 you should skip.

Reach out if you need help organizing your wedding budget.
08/24/2021

Reach out if you need help organizing your wedding budget.

Wedding trends are changing, including creating a wedding registry. Learn some pro tips that help make creating a wedding registry easier for you and your guests.

It helps you define what wellness looks like for you.
08/19/2021

It helps you define what wellness looks like for you.

Grokker CEO Lorna Borenstein created a customizable framework to help you measure whether you’re meeting wellness goals. Here’s how you can make it work for you.

If your budget changed a lot over the past year, let’s talk about how that could impact your financial plan.
08/17/2021

If your budget changed a lot over the past year, let’s talk about how that could impact your financial plan.

The pandemic helped a lot of Americans be better about their finances — but how do you keep it up? Here are 4 money habits that will help keep your household budget in check.

It’s a big commitment, so you want to make sure you’re a good match.
08/16/2021

It’s a big commitment, so you want to make sure you’re a good match.

When it comes to picking a wealth management advisor, choices abound. How do you know if you’re picking the right one? Here are four questions to ask before choosing a wealth management company.

Moving to a new home? Then you may need to update your financial plan. I can help.
08/16/2021

Moving to a new home? Then you may need to update your financial plan. I can help.

Congrats — you’ve found your dream home. Now here’s your financial moving checklist to help you take care of some important financial tasks before you move.

You may have more resources available to you than you think.
08/09/2021

You may have more resources available to you than you think.

How to care for elderly parents with few assets is a common family financial concern. Learn more about what to do if you’re unsure of what to do with aging parents who have no money.

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5420 LBJ Freeway, Suite 1300
Dallas, TX
75240

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+19726619888

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