We are excited to announce we have merged with Yellowstone Financial. Our new firm is Confluence Financial Advisors and we look forward to continuing to provide great fee-only financial planning service to our clients.
That’s how it feels to work with McNary Financial Planning. Our clients are happy, successful people who are busy balancing work with play, family life with volunteering and community involvement. People who enjoy life and understand that to make the most of it they can benefit from a knowledgeable guide who will help them manage their finances in a complex financial environment.
Whether you’re close to retiring or just starting out, you may feel overwhelmed by the need to secure your financial independence. You cherish the idea of a financially secure future but may be unsure about how to actually get there.
That is exactly where McNary Financial Planning comes in, helping to clear away the confusion and bring the big-picture view to your individual situation: assisting you in defining financial goals; consolidating and optimizing investments; minimizing taxes; and create an integrated financial roadmap to a comfortable future for you and your family.
Most importantly, McNary Financial Planning is an independent fee-only financial planning firm, focused on establishing the long-term client bond rather than paying referral fees to other providers. There are no conflicts of interest and the client relationship always comes first. Our guidance and expertise are here to help you achieve your ultimate goal: financial independence.
Contact McNary Financial Planning today to start creating your path to financial independence.