McKenzie Legal & Financial

- 2631 Copa De Oro Dr, Los Alamitos, CA 90720

Navigating the complexities of estate planning and financial matters is one of the most important things you can do to protect yourself and your family's future. For residents of California, particularly in the Orange County area, these legal and financial decisions can be a source of stress and confusion without the right guidance. McKenzie Legal & Financial, located in Los Alamitos, provides a unique and comprehensive service, combining expert legal counsel with sound financial advice.

Led by attorney Thomas L. McKenzie, the firm offers a one-stop resource for clients seeking to secure their assets and plan for the future. The firm’s approach is holistic, recognizing that legal and financial planning are deeply interconnected. By offering services in both areas, they are uniquely positioned to help clients develop a truly comprehensive strategy that protects their wealth, plans for long-term care, and ensures their legacy is preserved according to their wishes. This integrated service model provides a seamless and efficient experience, helping to alleviate the stress of what can be a very complicated process.

McKenzie Legal & Financial is conveniently located in Los Alamitos at 2631 Copa De Oro Dr, Los Alamitos, CA 90720, USA. This location is situated in an area of North Orange County known as "Rossmoor," at the intersection of three major freeways (405, 605, and 22), making it easily accessible for clients in Long Beach, Seal Beach, and the wider Southern California region.

The firm is dedicated to providing an accessible environment for all clients. The office features a wheelchair-accessible car park, a wheelchair-accessible entrance, and a wheelchair-accessible toilet. These amenities ensure that individuals with mobility challenges can comfortably visit the office for their legal and financial needs. Appointments are recommended to ensure that you have the dedicated time with a professional to discuss the specifics of your situation.

McKenzie Legal & Financial provides a broad range of legal and financial services, with a specialized focus on estate planning and elder law.

• Estate Planning: The firm offers comprehensive estate planning services, including drafting wills, creating revocable living trusts, irrevocable trusts, and special needs trusts. They also assist with living trust amendments, estate settlements, and asset protection planning to ensure your wishes are carried out and your assets are protected.

• Elder Law: This includes Medi-Cal planning to help clients qualify for long-term care, planning for assisted living facilities, and navigating the complexities of nursing home care. The firm also assists with elder law strategies and veteran planning.

• Probate and Trust Administration: They provide legal counsel for the probate process, trust administration, and probate avoidance plans. This is a crucial service for families dealing with the loss of a loved one.

• Financial and Wealth Management: As a financial advisor, Thomas L. McKenzie offers services in wealth management, investment strategies, and retirement planning. He provides financial consulting and legal advice to help clients manage and grow their assets for the long term.

• Legal Documents: The firm assists with a variety of legal documents, including durable powers of attorney and health care directives, which are essential components of a complete estate plan.

• Real Estate Law: With experience as a licensed real estate broker, the firm can assist with real estate planning, real estate transactions, and property transfers as part of a comprehensive estate plan.

• Specialized Planning: They offer tailored services for specific situations, such as estate planning for same-sex couples, planning for minor children, and special needs planning.

McKenzie Legal & Financial stands out for its integrated approach and client-focused service, earning the trust of its clients and professional peers.

• Integrated Legal and Financial Expertise: The firm’s unique blend of legal and financial services allows for a holistic approach to a client’s needs. Thomas L. McKenzie is a licensed attorney, a Series 7 licensed securities broker, a licensed independent insurance broker, a Series 65 Investment Advisor Representative, and a licensed real estate broker. This rare combination of qualifications enables him to provide truly comprehensive advice.

• Strong Professional Reputation: The firm receives numerous referrals from real estate professionals and others in the community, with a friend of the firm stating, "He's our first choice when recommending a Trust Attorney." This indicates a high level of professional trust and respect.

• Positive Client Outcomes: A client review highlights a "very positive" experience, noting that Mr. McKenzie "assisted me in resolving a very complex legal matter which had a positive financial outcome for me." This is a testament to the firm's effectiveness in securing favorable results.

• Personalized Client Care: The firm is praised for its personal interest in clients' issues. A review describes Mr. McKenzie as a "caring person who takes a personal interest in his client’s issues," which is a crucial element for clients during challenging legal and financial matters.

• Experience and Recognition: With over 25 years of experience, Mr. McKenzie has been featured in prestigious publications like Newsweek Magazine, Los Angeles Magazine, and Orange Coast Magazine. He has also been selected as a "Five Star Wealth Manager Award Winner" multiple times, a recognition given to less than 2% of wealth managers in Southern California.

• Free Consultation: The firm offers a free consultation, providing a no-obligation opportunity for prospective clients to discuss their needs and learn more about how the firm can help them.

• Comprehensive Approach: The firm's ability to handle estate planning, elder law, probate, and financial advisory services under one roof simplifies the process for clients, saving them time and effort.

For anyone in Southern California seeking to establish an estate plan or get advice on financial matters, McKenzie Legal & Financial is available for a consultation.

Address: 2631 Copa De Oro Dr, Los Alamitos, CA 90720, USA

Phone: (562) 526-6941

Choosing a legal and financial advisor to help with your estate planning is a monumental decision. It's a choice that affects not only your present but your family's future for generations to come. McKenzie Legal & Financial, led by Thomas L. McKenzie, stands out in the Los Alamitos and broader Orange County area as an exceptional choice. The most compelling reason to consider this firm is its unique, multi-disciplinary approach. Unlike firms that only offer legal services, McKenzie Legal & Financial combines the expertise of an attorney with that of a financial advisor and real estate broker. This means they are not just preparing documents; they are creating a fully integrated plan that accounts for all aspects of your life, from your assets and investments to your long-term care and real estate holdings.

The firm’s strong reputation, built on decades of positive feedback from both clients and professional peers, speaks volumes about the quality of their work and their ethical standards. When a real estate professional or another satisfied client recommends a firm for crucial services like trust creation, it is a powerful testament to their trustworthiness and competence. The glowing reviews highlight a commitment to client well-being that goes beyond just the legal or financial outcome, emphasizing the personal interest and care they provide. For Southern California residents, this comprehensive and compassionate approach, all under one roof, makes McKenzie Legal & Financial a highly worthwhile partner for securing a stable and prosperous future.

McKenzie Legal & Financial

2631 Copa De Oro Dr, Los Alamitos, CA 90720, USA