top of page
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

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.

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!

Homes in neighborhoods with access to top schools tend to cost significantly more than a typical home in the surrounding area.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Details 401(k) contribution and catch-up limits for maximizing savings.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Understanding the Roth 5-year rule is essential to maintaining the tax advantaged treatment of Roth account assets.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Explains hybrid life+LTC policies that can provide care benefits or a death benefit.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Compare the potential future value of tax-deferred investments to that of taxable investments.

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

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