Libby McKay, CFP® Penobscot Financial Advisors

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About Libby McKay, CFP®

A researcher at heart, Libby serves clients well when there are complex issues at hand that require the digging into details. The uniqueness of each client’s situation and story is what keeps the job so invigorating to Libby. She enjoys getting to know her clients one-on-one as she works with them through the financial planning process. Whether it’s with young folks just getting started or career veterans nearing retirement, there is nothing more rewarding to Libby than hearing from clients that her work has improved their outlook on their future.

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Recently Published

E30: Are we in a Recession?

November 17, 2022

Executive Summary Recessions are a normal part of the business cycle. Economies grow and contract with peaks and troughs of activity. Since 1857, the U.S. economy has experienced 34 business cycles of growth and recession, with recessions occurring on average about once every 5 years. Since WWII, that average has shrunk to once in every […]

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Are we in a recession?

October 20, 2022

Recessions are a normal part of the business cycle. Economies grow and contract with peaks and troughs of activity. Since 1857, the U.S. economy has experienced 34 business cycles of growth and recession, with recessions occurring on average about once every 5 years. Since WWII, that average has shrunk to once in every 6.25 years […]

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Who, What and Why do I need a beneficiary?

September 23, 2022

While we don’t often like to think about it, deciding who or what inherits our financial wealth after we pass away should be at the top of our priority list. It’s a fairly simple process and will save your loved ones a lot of stress when the time comes! First comes the plan, then the […]

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Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

Ideal Clients

  • College Planning
  • Retirement Planning
  • Tax Planning

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Flat Fee
  • Assets Under Management

Fee Options

  • Monthly Fee: $150+/mo
  • Quarterly Fee: $450+/qtr
  • Flat Fee: $1800+/engagement
  • Assets Under Management: 0.75%

SEC Records

Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

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