At McKale Advisory Group, we believe your estate and financial plans should reflect more than just numbers—they should reflect your values, your relationships, and your true purpose for money.
I’m Brigid McKale, President of McKale Advisory Group. After years of working closely with families and individuals, I’ve seen how quickly life can change—and how important it is to have a plan that brings clarity, confidence, and peace of mind.
We specialize in helping you build a legacy with intention. Through our unique Family Tree Asset Positioning process, we’ll work together to organize your assets, identify your key decision-makers, and make sure your plan honors the people you love and the life you’ve built.
We also use proprietary Income for Life software to ensure your financial picture is structured to support you—not just in retirement, but throughout your life.
Whether you’re navigating a relationship change, asset shift, health event, or simply want to get everything “squared away,” we’re here to help you:
✅ Identify what matters most
✅ Protect your family from future stress
✅ Design a personalized estate plan that grows with you
Let’s build a plan that tells your story—and preserves your legacy the way you intended.
