Kristine McKinley

Kristine McKinley

Beacon Financial Advisors

This adviser will provide you with a COMPLIMENTARY initial consultation

Minimum client assets required: No minimum required

Minimum client income required: No minimum required

Title: CFP, CPA

Offering advice since: 2002

Areas of focus:

  • Retirement Planning
  • Tax Planning

Further information about Kristine McKinley:

Kristine McKinley, CFP(R), CPA, is the founding principal of Beacon Financial Advisors, LLC, an independent, Fee-Only financial planning firm located in Lee's Summit, Missouri. Kristine focuses on providing Fee-Only financial planning, investment advice, and tax preparation to individuals and families from all income levels.

To enhance her independent Fee-Only practice, Kristine is a member of The Garrett Planning Network (GPN), a nationwide network of Fee-Only financial planners with a common goal: To provide professional, unbiased financial planning and advice to people from all walks of life.

Many financial advisors accept clients only if they meet certain income and net worth requirements. Kristine and her fellow GPN members believe, however, that professional, unbiased financial advice is something all Americans need, at least periodically, to build the brightest financial futures. Holding to this philosophy, Kristine is proud to offer the same quality, professional advice to all clients, not just the affluent. If you simply need a one-time or periodic consultation, she is happy to meet with you on an as-needed, hourly basis. On the other hand, if you need ongoing advice and more time-intensive services, it might make sense for you to employ Kristine and her firm on a retainer basis.

Kristine is a Certified Public Accountant (CPA) and a CERTIFIED FINANCIAL PLANNER(TM) (CFP(R)). She holds both a B.S. and M.S. degree in Accounting from the University of Missouri - Kansas City. She is a member of the National Association of Personal Financial Advisors (NAPFA) and The Garrett Planning Network (GPN), and is an active volunteer in her community. She enjoys spending time with her "buddy" at the local nursing home, and volunteering at the Church she attends.

Kristine's goal is to build long-term relationships with her clients based on trust and integrity, and to expand her business through referrals from satisfied clients. She invites you to schedule a complimentary, no-obligation Get Acquainted meeting to discuss your financial goals and objectives.

Compensation and Fee Structures:

Hourly, fee-only

Licenses, Certifications & Affiliations:

CPA, CFP

Education:

BS Accounting
MS Accounting - Tax Focus

Will provide references upon request?

No


Further information about Beacon Financial Advisors:

Beacon Financial Advisors

(Size of firm: 0-9 advisors)

Beacon Financial Advisors, LLC, is an independent, Fee-Only financial planning firm located in Lee's Summit, Missouri. Beacon Financial Advisors focuses on providing Fee-Only financial planning, investment advice, and tax preparation to individuals and families from all income levels.


Contact Information for Kristine McKinley

Phone: 816-739-4853
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Address for Kristine McKinley:
200 NE Missouri Rd
Suite 200
Lee's Summit, MO, 64086

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