Corporate Executives & Small Business Owners

MacKinstry Financial & Investments, LLC provides a full spectrum of financial planning solutions that the engaged business owner and executive needs.  Proactive financial management, financial independence and control of your future – your goals align with ours, and coupled with consideration given to your personal circumstances and life stage, we address business succession, key person insurance, business continuation needs.  

We work in collaboration with your team of attorneys, accountants and business advisors, we will determine a plan that works for you and your family.  

For more information on our solutions for business owners and executives, please contact us for a confidential conversation.