Our clients always come first, and we pride ourselves on offering objective advice and providing recommendations tailored to their needs. Through our comprehensive services, we integrate tax planning, financial planning, and investment management into cohesive, personalized strategies. Through education, we seek to help clients understand their strategies and distinguish the noise in the media from their financial opportunities.
From the evening news to financial product carriers, it seems everyone has a different opinion on how you should manage your money or plan for the future. With so much contradictory advice and cookie cutter recommendations, you may have a hard time confidently deciding what will work for your personal situation.
From the evening news to financial product carriers, it seems everyone has a different opinion on how you should manage your money or plan for the future. With so much contradictory advice and cookie cutter recommendations, you may have a hard time confidently deciding what will work for your personal situation.
Services
At McGuff Financial, we formed our firm with the desire to help professionals, families, and business owners develop personalized and tax-efficient financial strategies that can grow with them over the years. Since 1992, we have expanded our firm's offerings and team, but our client focus and passion for helping has never wavered.
At McGuff Financial, we work with a diverse range of clients, from healthcare professionals to families to small business owners. Wherever they may be in their life or career, many face similar concerns: they want to minimize their taxes and maximize their cash flow as they plan ahead for their retirement.
Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
Social Security was established in 1935 to alleviate poverty among the elderly during the Great Depression. It was created as a self-financing program that would collect payroll taxes from workers which would immediately be paid out in benefits to retirees. Unlike other sources of retirement income, Social Security offers a unique combination of benefits.
Invest for your future with our new online platform that combines the benefits of a personal financial advisor with sophisticated technology. You still get the same experience and expertise, but with the added convenience and transparency of an automated investing solution. Guided Wealth Portfolios (GWP) provides you personalized, objective investment advice through an online platform with 24-7 access to your accounts.
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