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L. McKinley, CFP®

Fee Only Financial Planning and Tax Preparation Services

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MNM Vested, LLC L. McKinley, CFP®
Katy, TX

Serving Clients Nationwide

Fee Only Financial Planning and Tax Preparation Services

281-582-0228

Website

Areas of Focus

  • Education Funding
  • Financial Life Planning
  • Investment Management
  • Retirement Planning
  • Taxes

About Me

Hi, I'm L. McKinley, a Certified Financial Planner and owner of MNM Vested, LLC.

I help people set and reach goals. In life, in careers, in business, in legacy.

I’m an effective and useful resource partner because I've spent decades in financial services. As a Certified Financial Planner since 2000, the wealth of experience I've attained in the field of financial planning, income tax preparation and small business consulting has allowed me to live my mission to help.

I’ve helped numerous individuals, families, and business owners and that means I’m invested in you, your goals and your business.

My focus is on helping individuals, families and business owners build and navigate their road to financial independence.

You can get started by scheduling a complimentary Goal ID Session to discuss your business and personal goals and challenges. This is your opportunity to identify what’s impacted you so far and what will drive your path to financial freedom.

I will help you identify and add greater detail to what you want to accomplish and WE will begin the process of making it happen.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional

Affiliations

  • Association of African American Financial Advisors (AAAA)
  • Financial Planning Association

Primary Location

5614 1ST ST KATY, TX 77493

Meeting Options

  • Video Conference
  • In-Person
  • Phone
Book Intro Call

Compensation Methods

  • One-time Financial Plan
  • Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button above to contact me and we can schedule a free introductory call. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.

Offers Investment Management

Yes

Offers Tax Preparation

Yes

About our Firm

MNM Vested, LLC is a financial advisory firm in Katy, TX. We help you take care of your business, at work and at home from a firm foundation to financial independence to succession(your next generation).

We help you set and accomplish your goals, manage and build wealth, become your own boss and develop your legacy. We are extremely proud of the high-quality services that our firm provides.

SERVICES

✔️ Business Services: Business startup from goal setting to implementation, business credit reports, personal financial literacy training. We help you ID your ideal business, start it and take care of it by helping you clarify your goals, relieve financial stress and work more efficiently.

✔️ Tax Prep & Planning: No shoeboxes allowed. We can't find all of your deductions if you just hand us a box of receipts and documents and walk away. This is interactive tax prep and planning. The best way to maximize your deductions and minimize your income tax.

✔️ Retirement Planning: We help you plan for your financial independence, the moment when you can keep working to earn money if you want to but not because you have to. We will assess your retirement needs based on current standard of living and identify potential sources of retirement income including employee sponsored and self-employed retirement plans. We recommend strategies to close any gaps and perform cash flow analysis to identify additional saving opportunities. We want you to be able to retire with peace of mind and confidence.

✔️ Insurance Planning: We know how important life insurance is and we emphasize that message to the people that we help. We will work to find attainable and affordable life insurance solutions to make sure that no family is without this important necessity. We will analyze your insurance needs and compare those to your current coverage for life, disability, health, long term care and property & casualty insurance. We provide solutions to help you protect and preserve your income and assets. Since we are fee only, our insurance recommendations are not influenced by commissions.

✔️ Cash Flow Planning: We help people learn to control how they deploy their money and not be controlled by circumstances. We help develop monthly spending plans that place a premium on the people, experiences and things that matter most, starting with the most important item on any spending plan.

​✔️ Education Planning: We help you review the various education funding options and how to use them. We help you estimate how much you might need based on the current cost of education and how that might change in the future.

​✔️ Goal Setting: We help you develop a plan to achieve your financial goals by helping you identify and clarify what’s important to you. We will show you how to focus on goals that are simple, measurable, attainable, realistic and time specific.

When you are ready to learn more about how we can help, we encourage you to contact us.

Education

Eastern Michigan University, BBA, Accounting

Hobbies and Interests

  • Family

SEC Lookup

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Who We Serve

  • Baby Boomers
  • BIPOC
  • Business Owners
  • Corporate Executives
  • Dual Income Family
  • Families
  • Gen X
  • Intergenerational Families
  • Living in Retirement
  • Parents

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

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