McKell Partners Information

Accumulating wealth throughout your life takes persistence and focus. It's a journey, and reaching your destination can mean a better life and security for you and your loved ones. To set and steer a course, you may need help from a guide you can trust. Talk to us about how we can help you navigate your financial journey with confidence. For more information, you can reach us at (888) 704-1337 or send us an email at team@mckellpartners.com. Here are some of the services we provide: Investment Advisory & Management, Asset Protection, Retirement Income Planning, Social Security Optimization, Tax Planning, Long-Term Care Planning, Estate Preservation and Wealth Transfer Planning. McKell Partners also conducts educational workshops on financial topics that matter most. Learn more by calling Toll Free (888) 704-1337 or visit our website www.mckellpartners.com. McKell Partners has representatives who are licensed and authorized to conduct life insurance business in CA, UT, AZ, FL and WA. McKell Partners also has representatives who are licensed and authorized to conduct securities related business in CA. This page is in no way to be construed as an offer for the sale of insurance or securities products in unauthorized states or countries. Registered Representative of and securities offered through OneAmerica Securities, Inc., Member FINRA, SIPC, a Registered Investment Advisor, 4160 Temescal Canyon Rd #302, Corona, CA 92883 (951) 278-5555. Insurance Representative of American United Life Insurance Company® (AUL) and other insurance companies.