McK Financial Services is an independent financial advisory firm located in Lake Oswego, OR. Led by Ladd McKittrick, a seasoned financial advisor with over 20 years of experience, the firm focuses on building long-term relationships with clients and providing comprehensive financial planning services. With a background in teaching and coaching, McKittrick guides individuals, families, and business owners through their financial journey, helping them develop strategies tailored to their risk profile, investment objectives, and cash flow needs. Serving clients in multiple states, including Oregon, California, Washington, Arizona, Georgia, and Illinois, McK Financial Services aims to assist clients in pursuing their financial goals.
Offering a range of services, McK Financial Services emphasizes proper portfolio asset allocation and provides access to LPL Financial's research and resources. The firm also offers calculators and videos on its website to educate clients about financial asset management. Additionally, McK Financial Services keeps clients informed through newsletters that cover topics such as bond risks, economic outlooks, consumer spending, and tax withholding. Committed to providing personalized financial guidance, McK Financial Services strives to help clients navigate the complexities of the financial markets and achieve their desired outcomes.
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