Products & Services

At McKenna Financial Services and Insurances, Inc., we provide assistance in the following areas.  Investment and securities services are offered through Madison Avenue Securities.  And investement advisory services are offered through D.Craig  McKenna Advisors, LLC.


Investments*

  • Bonds
  • Common Stock  
  • Brokerage Accounts
  • Fixed Rate Annuities
  • Fixed Index Annuities
  • Government Securities
  • Individually Managed Accounts 
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Stretch IRA’s 
  • Treasury Bills
  • Traditional IRA
  • Treasury Notes
  • Variable Annuity

Allocation Strategies

  • Retirement Planning
  • 401(k) Asset Allocation Strategies
  • 403(b) Asset Allocation Strategies
  • College Plans
  • Money Purchasing Plans
  • Profit Sharing Plans
  • Inter-generational IRA’s
  • Retirement Plan Exit Strategies
  • Requirement Needs Analysis

Insurance

  • Health Insurance
  • Dental Insurance
  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance

Let Us Help You Master Your Money

Anyone who has taken a thorough look at the major areas of his or her financial life, (such as insurance, tax management, estate planning, and capital accumulation),needs to carefully plan in order to ensure that all of the pieces are working together to produce the most favorable results. Our firm can help you reach those results with an in-depth evaluation of your financial profile.