Services

General Financial Planning

1 hr

Book Planning Meeting

Corporate Cash Accounts

General Financial Planning

1 hr

Book Planning Meeting

College Education Planning

General Financial Planning

College Education Planning

1 hr

Book Planning Meeting

Business Needs Analysis

Business Retirement Planning

College Education Planning

1 hr

Book Planning Meeting

Business Retirement Planning

1 hr

Book Planning Meeting

Personal Financial Analysis

Business Retirement Planning

1 hr

Book Planning Meeting

Insurance

Business Succession Planning

Insurance

1 hr

Book Planning Meeting

Annuities

Business Succession Planning

Insurance

1 hr

Book Planning Meeting

Business Succession Planning

1 hr

Book Planning Meeting

Estate Planning

Wealth Transfer Planning

Business Succession Planning

1 hr

Book Planning Meeting

Wealth Transfer Planning

1 hr

Book Planning Meeting

Charitable Gifting

Wealth Transfer Planning

1 hr

Book Planning Meeting

Walter McKinney is a registered representative of Vanderbilt Securities LLC

McKinney Group Wealth Management and Vanderbilt Financial Group are separate and unaffiliated entities.

Vanderbilt Financial Group is the marketing name for Vanderbilt Securities, LLC and its affiliates.

Securities offered through Vanderbilt Securities, LLC. Member FINRA, SIPC. Registered with MSRB.

Supervising Office: 125 Froehlich Farm Blvd, Woodbury, NY 11797 • 631-845-5100

For additional information on services, disclosures, fees, and conflicts of interest, please visit www.vanderbiltfg.com/disclosures