Financial Guidance for the Evansville Community

Wealth Management & Investing
Evansville and Tri-State families often bring a wide range of financial experiences — manufacturing careers, healthcare roles, local businesses, and multi-generational roots in the region. Whether you've spent decades at Toyota Indiana, built a career at Deaconess or Ascension St. Vincent, or grown a business here in Vanderburgh County, 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 manufacturing employees planning their transition off the line to healthcare professionals navigating complex benefits packages, retirement looks different for everyone in the Evansville area. We assist with coordinating workplace retirement plans such as 401(k) and 403(b) accounts and provide guidance on a range of IRAs — including Traditional, Roth, SEP, and SIMPLE options — as retirement approaches or unfolds. For those considering retirement in the Tri-State region, we also help evaluate how Indiana's tax structure, cost of living, and healthcare access fit into the broader picture.

Comprehensive Financial Planning
Many Evansville households balance multiple priorities at once — career transitions, family responsibilities, healthcare decisions, and long-term goals. We take a broad view of your financial picture to help coordinate key areas of your plan. This may include evaluating tax-efficient strategies, charitable giving goals, and ensuring your financial elements work together rather than in isolation. Our goal is to help you make informed decisions that support long-term financial stability.

Tax Planning
Living in the Tri-State area means navigating Indiana, Kentucky, and Illinois tax considerations — sometimes all within the same family. We work with clients and their tax professionals to coordinate financial strategies that consider the impact of state and federal taxes. Whether you're weighing the timing of retirement account distributions or evaluating how Indiana's flat income tax and property tax caps affect your plan, our goal is to help you make well-informed decisions that align with your overall financial picture. 

Estate & Legacy Planning
For families rooted in the Evansville area — often across generations — estate planning is about clarity and continuity. We help you organize your estate so your assets can be distributed according to your intentions. Our team can collaborate with your attorney and other professionals to review beneficiary designations, discuss trust considerations, and outline strategies designed to ease transitions for loved ones. Indiana's lack of a state inheritance or estate tax is one factor worth understanding as part of this process.

Risk Management
Whether you're a shift worker managing the physical demands of a manufacturing career, a healthcare professional carrying malpractice exposure, or a business owner protecting what you've built, risk looks different for everyone. We help you identify and address potential risks that could affect your financial goals. This may include reviewing insurance coverage, evaluating protection strategies, and maintaining appropriate safeguards as life changes.

Insurance Planning
As licensed insurance professionals, our advisors can help you evaluate your coverage needs and explore policies that align with your broader financial strategy. For Evansville-area families, this often means coordinating employer-provided coverage with personal policies to address gaps — particularly during career transitions or the bridge years between employer benefits and Medicare. We can assist with life, disability, and long-term-care insurance as part of a coordinated plan.

Stock Option Planning
Several major employers in the Evansville region, including publicly traded companies like Berry Global and Old National Bancorp, may offer equity compensation or stock purchase plans to eligible employees. For clients with employer stock plans, we provide guidance to help you understand vesting schedules, tax considerations, and diversification strategies. Our aim is to help you make informed choices that support your long-term objectives.

Education Planning Strategies
Education is a meaningful priority for many Evansville families — whether saving for a child's future at the University of Southern Indiana, the University of Evansville, or a school farther from home. We assist families in exploring education funding options, including reviewing 529 plans and Coverdell Education Savings Accounts, to help you prepare for future education expenses in a thoughtful and flexible way..

Financial Guidance Rooted in OVER 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 Evansville team.

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

Whether you’re preparing for retirement from a major local employer, planning for a child’s education, or building a legacy for your family, our team on North Cross Pointe Boulevard is here to provide the same thoughtful guidance that’s defined McKee Financial Resources for forty years.

The Evansville region is shaped by a few dominant industries — manufacturing, healthcare, and a growing retirement population drawn to the Tri-State's affordability and pace of life. We've developed resources around each of these because generic advice doesn't account for the specific decisions these careers and life stages require.