Retirement Planning We’re all blessed with the ability to imagine the future, to think and plan ahead. It allows us to carefully arrange our financial lives so that one day we can retire and live out our dreams. When Sadie and Charles began to think ahead about retirement, they came to McGee Wealth Management for guidance. Charles was looking forward to relaxing and spending time in a warmer climate, while Sadie couldn’t imagine moving to another state and planned to be an active... Read More

A Full Plate Life was once simple for Amy and Brad. They are a close family with strong core values and four beautiful, talented kids. Brad is a corporate executive and a volunteer high school coach for the baseball team. Amy is active in arts and philanthropy. He travels extensively while she manages the home. They started a college fund for each child as soon as they were born. And most importantly, they keep their financial lives private. But their finances were getting more... Read More

The Family Business McGee Wealth Management, Inc. is a family business; we understand the nuances of family members working together and the challenge of planning for transitions. Passing the baton from generation to generation is a difficult and emotional task and it takes time and expertise. Heirs of Failed Businesses National Survey Findings* While most founders (76%) had an estate plan, in the opinion of the heirs, most were severely flawed and did not provide sufficient resources for... Read More

Dealing with Divorce Sandra is a 59 year old professional woman, a senior executive with a public corporation. She’s successful, smart, and financially responsible. She had been the primary income earner for the family, while her husband John had contributed very little. During divorce negotiations John sued for half their assets and for alimony. Sandra was faced with dividing her stock options, stocks, savings, real estate and personal property with her non-working husband. In the divorce... Read More