Building Your Family's Future, Together
Estate Planning
Income for Life Planning
Income for Life Planning
Estate Planning is essential to protecting your family and yourself.
Do you have the Government Plan, Will or Trust? If you don't have a plan - you actually do. It's called the government's plan. It may not reflect your values, your wishes, or what's best for your family.
We take a different approach. We walk you through your specific family dynamics using your family tree.
Income for Life Planning
Income for Life Planning
Income for Life Planning
Do you know your income-for-life numbers?
Are you concerned that your money might run out- or worse, that you'll hesitate to enjoy it because you're unsure if it will last? We believe you deserve a secure financial future where you don't have to guess what tomorrow will look like.
Using our proprietary software, we help you map out your personalized retirement income strategy that fill the gaps and minimizes any cliffs along the way. We work with you to not only sustain your lifestyle but also protects your legacy.
Squared Away
Income for Life Planning
Squared Away
Organize Everything. Empower your trustee. Ease the burden. Most estate plans stop at the documents - we go further. We guide you in organizing your digital footprint, account information, contact lists and practical steps your trustee will need. This is where clarity become a gift, not just a file folder.
About McKale Advisory Group
Our Mission
At The McKale Advisory Group, our mission is to bring clarity, confidence, and structure to life’s most important plans. We help families protect what matters most—through estate planning, income planning strategies, and life organization—so that when life changes, your loved ones are left with peace, not paperwork. We believe in planning with purpose, simplifying the complex, and creating a legacy of calm, not chaos.