Financial Guidance for the Bloomington Community

Wealth Management & Investing
Bloomington clients often bring a wide range of financial experiences—university careers, healthcare roles, local businesses, and multi-generation family wealth. We help design and manage portfolios that align with your goals and comfort level, using diversified approaches that may include stocks, ETFs, bonds, and mutual funds.

Retirement Planning
From long-tenured Indiana University employees to private-sector professionals planning their next chapter, retirement looks different for everyone in Bloomington. We assist with coordinating workplace retirement plans such as 401(k) and 403(b) accounts and provide guidance on IRAs—including Traditional, Roth, SEP, and SIMPLE options—as retirement approaches or unfolds.

Comprehensive Financial Planning
Many Bloomington households balance multiple priorities at once—career transitions, family responsibilities, and long-term goals. We take a broad view of your financial picture to help coordinate key elements of your plan, which may include tax-aware strategies, charitable giving goals, and aligning financial decisions across different stages of life.

Tax Planning
With clients ranging from university professionals to business owners, tax considerations can vary widely. We work alongside your tax professional to coordinate financial strategies with an eye toward tax efficiency, helping ensure decisions fit within your overall plan rather than standing alone.

Estate & Legacy Planning
For families rooted in the Bloomington area—often across generations—legacy planning is about clarity and continuity. We help organize estate details so assets can be distributed according to your intentions, collaborating with attorneys and other professionals to review beneficiary designations, discuss trust considerations, and outline strategies designed to ease transitions for loved ones.

Risk Management
Life changes—career moves, family milestones, or shifts in health—can introduce new financial risks. We help Bloomington clients identify and address potential risks that could affect long-term goals by reviewing insurance coverage, evaluating protection strategies, and maintaining appropriate safeguards as circumstances evolve.

Insurance Planning
As licensed insurance professionals, our advisors help clients evaluate coverage needs within the context of a broader financial strategy. We assist with life, disability, and long-term-care insurance, coordinating these decisions as part of a comprehensive plan rather than in isolation.

Stock Option Planning
For professionals with employer stock plans—often tied to leadership roles or specialized positions—we provide guidance on understanding vesting schedules, tax considerations, and diversification strategies. Our goal is to help you make informed decisions that support long-term financial stability.

Education Planning Strategies
Education is a common priority for Bloomington families. We assist in exploring education funding options, including reviewing 529 plans and Coverdell Education Savings Accounts, to help prepare for future education expenses in a thoughtful and flexible way.

Financial Guidance Rooted in 40 Years of Experience

Since 1985, C. Brian McKee has worked to build something lasting—an approach to financial guidance grounded in clarity, care, and consistency. That same commitment continues today through McKee Financial Resources and our Bloomington team.

For decades, McKee Financial Resources has been part of the Bloomington community—serving families, business owners, and retirees throughout the region.

Whether you’re preparing for retirement, planning for a child’s education, or building a legacy for your family, our team on Liberty Drive is here to provide the same thoughtful guidance that’s defined McKee Financial Resources for forty years.

Specialized Planning for Our Community

Living in Bloomington often means your financial future is tied to the unique benefit structures of our region’s largest employers. We have decades of experience navigating these complex systems to help you maximize what you've earned.