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At G. DeWayne McAnally, LLC, “The Advisory Group”, we have been proud to serve Oklahomans since 1978, establishing ourselves as trusted guides in the ever-evolving financial landscape. Led by a dynamic team—G. DeWayne McAnally, CFP, Grant R. Milner, CFA®, and Jenna R. McAlister, AAMS®—we are not just investment advisor representatives; we are your strategic partners in navigating the complexities of your financial future. Our diverse specialties encompass everything from Investment Management to Estate Planning, ensuring that every facet of your financial landscape is meticulously managed. With decades of experience under our belts, we pride ourselves on our personalized approach, guiding you through 401K Rollovers, IRAs, Retirement strategies, and beyond. We are committed to empowering our clients with the knowledge and tools they need to achieve their financial dreams. Reach out to us at (405) 728-1649 for a complimentary, no-pressure consultation and let's chart your path to financial success together.
Newsletters
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Making the Most of Your Credit Card
Credit cards are being used more than ever. This article offers suggestions for choosing and using a credit card.
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HOT TOPIC: Can Productivity Keep Driving the U.S. Economy?
This article looks at the importance of productivity to the U.S. economy, possible contributing factors to the recent surge, and the prospects for an extended period of strong productivity growth.
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Saving for College: 529 Plan vs. Roth IRA
529 plans and Roth IRAs can both be used to save for college. This article compares the features of these two saving options.
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Key Retirement and Tax Numbers for 2024
This article presents the IRS’ cost-of-living adjustments for 2024 that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.
Calculators
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.