Thomas McKenzie, founder of McKenzie Legal and Financial is a special kind of attorney. Mr. McKenzie is a member of the California State Bar, the Trust & Estates section of the bar, an active member of the National Academy of Elder Law Attorneys, ElderCounsel, and an accredited attorney by the United State Veterans Administration.
While that alone, puts him in a position to handle your legal needs with the highest level of quality, he’s also a Registered Financial Consultant, a Series 7 licensed securities broker, a licensed independent insurance broker and a Series 65 Investment Advisor Representative. Mr. McKenzie is also a member of the Financial Planning Association and the International Association of Registered Financial Consultants.
This makes Mr. McKenzie uniquely qualified to handle all of your legal AND financial needs. Many attorneys can prepare your legal documents for you, however, they can’t give you the service of a financial and investment advisor at the same time. This usually results in having to retain two separate professional advisors to make sure that your financial and legal planning around assets do not conflict or render one another inadvertently ineffective. Too often, clients find out at the worst times that they have this problem, only it is often too late to fix it.
Proper family estate planning and asset protection requires the skills of both a highly qualified financial advisor AND a legal planner. It is truly rare to find them both in one company, let alone in one individual!
Mr. McKenzie personally prepares and customizes all documents himself instead of using generic templates generated by popular industry software that does not fully cover an individual adequately. He also has the experience and education to provide his clients with a legal and financial recommendation that encompasses their entire financial portfolio and addresses their unique personal situation, ensuring that nothing gets overlooked while saving his clients time, money and aggravation!
Contact us today at (562) 594-4200 for a FREE 30-minute consultation to see how we help you get your financial and legal issues in order.