Our Process

Often times, the term “financial advisor” is thrown around too loosely. At McKay DeRito & Co., LLC, we take a true advisory approach and work with our clients on a deeper level. We believe that the client-advisor relationship is of utmost importance and we always provide customization, transparency, and flexibility in our plans. This helps us bring your future into focus and present a clear picture of your desires.

In order to offer this unique process, we rely on the Avantax Proprietary 8 Point Tax Smart Framework for wealth management in your planning and to help you maximize your financial potential by keeping more of what is yours. This process includes:

1. Cash Flow & Debt Management
2. Retirement & Distribution Planning
3. Investment Planning
4. Family Risk Management
5. Education Planning
6. Legacy Planning
7. Business Planning
8. Special Situation
   

t’s not just what we do, it’s how we do it. We believe that the client is at the center of every investment strategy and that their plan should directly reflect their vision for the future. Contact us today to get started on your customized plan.