Bo McKinney CFP

May 4, 2021
Financial Services

As a Certified Financial Planner (CFP) at I Am Future Proof, Bo McKinney brings a wealth of knowledge and expertise in the field of Finance - Insurance. With years of experience, Bo is dedicated to helping individuals and businesses secure their financial future through smart planning and strategic insurance solutions.

Expert Financial Planning

Bo McKinney understands that financial planning is a critical component of building a secure future. Whether you're just starting your career or preparing for retirement, Bo can provide comprehensive financial planning services tailored to your specific needs. Through careful analysis of your current financial situation, goals, and risk tolerance, Bo will create a customized plan that outlines actionable steps towards achieving financial success.

Insurance Solutions

Protecting your assets and loved ones is paramount in today's unpredictable world. Bo McKinney specializes in offering insurance solutions that provide peace of mind and financial security. From life insurance to disability insurance, Bo will assess your risk profile and recommend the most suitable coverage options to safeguard your future.

Life Insurance

When it comes to life insurance, Bo understands that every individual has unique circumstances. Whether you're looking for term life insurance, whole life insurance, or universal life insurance, Bo will guide you through the available options and help you make an informed decision. By carefully considering factors such as your age, income, and financial goals, Bo will ensure you have the right coverage to protect your loved ones in the event of any unfortunate circumstances.

Disability Insurance

No one plans to become disabled, but it's crucial to be prepared for unexpected events. Bo McKinney can assist you in selecting disability insurance coverage that provides income protection in case you are unable to work due to a disability. By understanding your occupation, income level, and desired coverage, Bo will help you choose the most appropriate disability insurance policy to safeguard your financial stability.

Retirement Planning

Preparing for retirement is a lifelong journey, and having a trusted advisor like Bo McKinney can make a significant difference. Bo specializes in retirement planning strategies that aim to maximize your savings, minimize tax implications, and ensure a comfortable retirement lifestyle. Whether you're just starting to save or nearing retirement age, Bo will create a personalized retirement plan that aligns with your goals and helps you navigate the complexities of retirement income planning.

401(k) and IRA

Bo understands the importance of utilizing retirement accounts like 401(k) and IRA (Individual Retirement Account) to build a solid financial foundation. With expertise in investment management, Bo can help you make informed decisions about asset allocation, fund selection, and contribution strategies. By taking into account your risk tolerance, time horizon, and retirement goals, Bo will guide you towards optimizing your retirement savings.

Social Security Optimization

Navigating the complexities of Social Security can be overwhelming, but Bo McKinney is well-versed in the strategies that can maximize your benefits. Bo can evaluate your eligibility, help you understand the best age to claim Social Security, and analyze various claiming strategies to ensure you receive the maximum possible benefit. With Bo's guidance, you can make informed decisions that will optimize your Social Security income in retirement.

Education Funding

Investing in education is one of the most important decisions you can make for your children's future. Bo McKinney is experienced in helping parents navigate the world of education funding. Whether you're considering a 529 plan, savings bonds, or other education savings strategies, Bo can provide valuable advice to help you make the right choices for your family's educational goals.


Bo McKinney CFP at I Am Future Proof brings a deep understanding of Finance - Insurance and a passion for empowering individuals and businesses to achieve financial success. With personalized financial planning, expert insurance solutions, and specialized retirement and education funding strategies, Bo is dedicated to helping you build a future that is secure, prosperous, and future-proof.

Sunil Mhaske
Bo McKinney is the 💼 finance guru we all need! With their expertise in financial planning and insurance, they'll help us secure our futures 🌟 Their dedication and knowledge truly make them stand out. Thanks for these invaluable insights, Bo! 💪💰
Nov 12, 2023