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We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies *
  • Retirement investing and distribution strategies *
  • Estate conservation issues
  • Risk management *

We also can answer your questions, including:

  • Can I retire early? *
  • Are my investments working hard enough? *
  • What’s the best approach for college savings? *
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

* These services are offered by Clyde J. McKay and Louis DeRito through their affiliation with Avantax.

Clyde J. McKay, CPA, PFS, has been helping individuals and other entities with their financial and tax needs for over forty years. Clyde graduated from the University of Tennessee with a B.S. degree in Accounting and Finance. Prior to...

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Louis DeRito is a Certified Public Accountant and a Personal Financial Specialist – CPA/PFS. A CPA/PFS can only be attained by CPAs who are AICPA members. They must have a minimum of 1400 hours of financial planning business experience...

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