Calvin McKenney

Web Site & Social Media

About Me

I'm a Certified Financial Planner™ based in Minnetonka. We help individuals implement financial best practices to build and preserve their wealth to fund their life's goals. This includes services like investment management, financial planning, retirement income planning, college savings, life, disability, and long-term care insurance, and stock options.

We also help business owners build cost-effective benefit packages to attract and retain top employees. This would include qualified retirement plans like a 401(k), health insurance, short and long term disability, and more.

About My Company

We’re an independent, fiduciary financial services firm dedicated to providing personalized, goal-based financial planning services.

Who I want to meet...

Business Owners
Business Bankers
Mortgage Lenders & Brokers
Commercial & Residential Realtors
Attorneys
CPAs, Accountants, & Tax Professionals

A great referral for me is...

Those in transition - starting a family, building a business, or nearing retirement.