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MCBEE ADVISORS: HOW CAN WE HELP YOU?

Our Investment Process

While your feelings about money play a prominent role in determining the strategy that is right for you, we don’t think anyone’s emotions–including our own–should have a role in making everyday decisions about your investments

Investment Process

Our Wealth Management Process

We believe everyone can benefit from professional advice. As your advocate, we help you make informed financial decisions so that you may live a richer life.

Wealth Management Process

Our Investment Process

While your feelings about money play a prominent role in determining the strategy that is right for you, we don’t think anyone’s emotions–including our own–should have a role in making everyday decisions about your investments

Our Wealth Management Process

We believe everyone can benefit from professional advice. As your advocate, we help you make informed financial decisions so that you may live a richer life.

Serving clients big and small, McBee Advisors treats you as more than just a number. We are your advocate and we know taking care of your needs first, will allow everything else to fall into place. We focus on excellent service, smart investing and long-term goals.

McBee Advisors, Inc. is an Investment and financial planning firm with offices located in Bellevue, Washington and Glendale, Arizona.  Founded in 2004 by partners W. David McBee & Seth D. McBee, after seeing a need in the area to be able to give focused, independent investment and planning advice. Since the start, McBee Advisors has been dedicated to serving their clients in the area of investment portfolios and holistic financial planning.

Your Story,
Your Goals,
Your Advocate
 
Our objective is simple, we are your advocate. We want to help you make informed financial decisions so that you may live a richer life.

Contact us today!

Medicare or Medicaid?

It's easy to confuse Medicare and Medicaid, but there are important differences between the programs.

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Small Business: Coping with the End of De Minimis Imports

Small businesses must now pay duties on low-value goods they could previously source inexpensively from China and elsewhere.

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Locked Out? How to Break Into Todays Housing Market

Homeownership can still be an attainable goal, but it may take more planning, flexibility, and creativity than it did in the past.

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Be Storm Smart: How to Prepare for Extreme Weather

More than a quarter of U.S. homes are exposed to severe or extreme weather risk. While homeowners can't control the forecast, they can take proactive steps to prepare.

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Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Car Affordability

How much can you afford to pay for a car?

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck