Jim MacKay Financial Planning

"The short version is that Jim provides an open, collaborative, and friendly approach to finances that I wish I had much earlier in my life. The long version is that I'm a late 20-something that had no idea how to manage some investments my parents had given me, how to plan for retirement, or manage my funds as I change jobs. Jim sat down with me and explained everything I needed to know in language I could understand. He answered questions wonderfully, and I only felt that he had my best financial interest at heart. I highly recommend working with Jim for any financial needs you may have!"

"Working with an independent financial advisor was important to us. We were impressed with Jim’s knowledge, ability to pull the picture together, and offer insight. We made changes to our investments based on his suggestions and followed up once or twice several years later, then again as we neared retirement. Recently after one of us retired, we returned to see how different withdrawal scenarios could affect us down the road. We have been so comfortable with Jim that he will be helping us manage our portfolio now that both of us are retired earlier than we thought we could. Jim brings a wealth of knowledge and experience, is fun to work with, and handles our money as if it were his own."