Our 3-Pronged Planning Approach
Mr. McKenzie is both an experienced California Estate Planning and Elder Law attorney, as well as a Registered Financial Consultant. In that capacity, he is a Series 7 licensed securities broker and Registered Representative, a licensed independent insurance broker, and a Series 65 Investment Advisor Representative.
Mr. McKenzie was selected as a 2011 and 2012 Five Star Wealth Manager Award Winner, which is an award given to less than 7% of all wealth managers in a given metropolitan area. In addition, in 2011 he was featured in Los Angeles Magazine and Newsweek Magazine, and in 2012 Tom was featured in Orange Coast Magazine.
Comprehensive Planning Technique
At McKenzie Legal & Financial, we’ve developed a Comprehensive Planning Technique that encompasses the coordination of your Estate Plan , your Financial Plan and your Long-Term Care Plan. This 3-pronged approach provides greater plan integration, fewer missed issues, and ultimately, a more protective and cohesive overall plan for you and your family. Another added benefit to this planning approach is that implementation of an integrated plan can be much more cost efficient for the client, rather than obtaining advice and services piecemeal from various other sources who don’t have a big picture view or are similarly accredited.
Of course, some clients may choose to obtain one or more estate or financial planning services from other professionals, and in that event, we are always happy to work with them to provide the best planning services for our clients.
Call our office at (562) 594-4200 to schedule your free consultation to discuss how we can help you with your financial and/or legal estate planning needs.