Our Services
At McKay DeRito & Co., LLC, we are financial specialists dedicated to serving the financial needs of the individual and professional communities. Our specialized approach allows us to offer every client a breadth of professional experience, and we strive to be the single source for continuing service in the financial community. Our services include:
Financial Planning Strategies
A financial roadmap can help you chart a course between where you are today and where you want to be tomorrow. We can assist with:
- Retirement Planning Strategies
- Income Tax Preparation and Planning
- Income Planning Strategies
- College Planning Strategies
- Estate Planning Strategies
- Cash Flow Analysis Strategies
Wealth Management
We strive to develop a portfolio that produces an appropriate diversification based on your individual goals and risk tolerance. We can assist with:
- Bonds
- Stocks
- Exchange Traded Funds (ETFs)
- Mutual Funds
- Government Securities
- Brokerage Accounts
- Alternative Investments
- Variable, Fixed and Indexed Annuities
Business Planning Strategies
We can help you tackle some of the financial complexities of running a business, including:
- 401(k) and 403(b) Plans
- Group Benefits
- Traditional, SIMPLE, Roth, and SEP IRAs
- Defined Benefits Plans
- Profit Sharing Plans
- Exit Planning
- Succession Planning
- Buy-Sell Agreements
We are also able to offer tax management services to achieve a holistic view of your situation. Contact us today to get started.