Below are examples of the types of clients I help.  Is this you?

Jet Setting Retiree

High profile executive transitioning to retirement

Managing significant family wealth

Successful entrepreneur seeking to exit business

Estate planning and inheriting money

Losing a loved one or divorce

My clients are smart people facing complex financial problems.  They want to work with a trusted planner who gives them a sense of control and direction, and removes their concerns. That’s what I love doing.

The Independent Financial Advisor Tim Mackay

The Independent Financial Advisor Tim Mackay