McKenna Financial
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McKenna Financial is a family-owned financial firm providing individuals & business owners with a broad range of financial services and products since 1949.
The roots of McKenna Financial are deep and strong. The firm traces its origins back to 1949 when my grandfather quit his job working for Northern Pacific Railroad to become a New York Life agent. My father joined the organization in June of 1974, I followed suit in 2004, and my sister joined in 2013. In addition to our family members, we are also fortunate to have other talented advisers and staff on our team who are passionate about helping our clients achieve their financial goals.
03/26/2026
Dreaming of early retirement? With the right strategies and saving habits, financial independence is within reach. Check out these tips to plan for your future…
How to Retire Early: Retirement Planning Tips | Extra Space Storage Want to retire early? Use these retirement planning tips to increase your retirement savings, determine where you'll live, and more through your golden years!
03/23/2026
Here’s to celebrating Meghann and another year of dedication and positive energy. We're grateful for all you bring—and thrilled for what lies ahead.
03/22/2026
Happy Birthday, John! Your dedication and expertise are invaluable to our team. Wishing you a fantastic day filled with joy and celebration. Here's to another great year together!
03/20/2026
03/19/2026
Recognizing when an older adult needs caregiving assistance can be challenging. Here are 9 warning signs that it may be time to step in.
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: “Sometimes the questions are complicated, and the answers are simple.” – Dr. Seuss
03/12/2026
One of the biggest estate planning mistakes is assuming that having documents like a will or trust equates to a complete plan. Ensure your estate plan is comprehensive and up-to-date to protect your legacy.
How To Avoid Estate Planning's Biggest Mistake Getting a will, revocable trust or other document alone won't accomplish your goals. You need to start with a holistic plan.
: “Courage is what it takes to stand up and speak; courage is also what it takes to sit down and listen.” ~Winston Churchill
03/05/2026
Retirement is becoming harder to achieve, and women often have less saved than men. Explore the gender gap and its impact on the future of retirement.
The retirement race: Women have less saved than men Almost half of women say they will outlive their retirement savings, compared to 38% of men.
: “Football is like life - it requires perseverance, self-denial, hard work, sacrifice, dedication and respect for authority.” ― Vince Lombardi
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1711 W College St
Bozeman, MT
59715