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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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Can Home Improvements Lower Your Tax Bill? It Depends
Most home improvements are not tax deductible, but certain types of projects might help reduce your tax burden in other ways.
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Watch for These Hazards on the Road to Retirement
The road to retirement is typically not a smooth ride. This article looks at five potential risks that can slow progress along the way.
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Equity REITs: Is There Room for Real Estate in Your Portfolio?
This article discusses some unique characteristics of REITs, including how they can offer a consistent income stream and why changing interest rates can affect REIT performance.
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An Umbrella Policy Offers Extra Liability Coverage
An umbrella personal liability insurance policy can provide additional coverage in the event of a high-dollar liability claim or legal judgment.
Calculators
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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.
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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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Savings Goals
How much do you need to save each year to meet your long-term financial goals?