There are many reasons why you may want to put money away: buy a new house or a second home, travel, save for your retirement, purchase a business, get married, educate your children, or build up an emergency fund.

So when and how do you get started? How do you know if your current investment plan is working for you? There are so many investment options - how will you know which is the right choice for you? What about any tax implications?

MacKinstry Financial & Investments, LLC provides guidance and assistance in the following areas:
  • Bonds
  • Common Stock
  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • Simple IRA
  • Brokerage Accounts
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuity

If you wish to discuss your investments, please contact us to set up a confidential, complimentary consultation.