Our Firm
G. DeWayne McAnally, CFP and the ADVISORY group are CELEBRATING OVER 40 YEARS OF SERVICING FINANCIAL NEEDS.
G. DeWayne McAnally, LLC offers a full range of financial advice and services. We believe that retirement planning, investment asset allocation, tax planning, educational funding, and estate conservation should be top priorities for individuals and families of all ages and income ranges.
Because many people regard financial advice as complex and confusing, they often miss out on many potentially rewarding financial opportunities. They also take unnecessary risks and fail to adequately protect their assets.
That's where we can help. We are here to take the mystery out of investing, managing risk, preparing for retirement, and acquiring and preserving your wealth. By helping you receive the information you need to pursue your financial objectives, we establish long and trusted relationships with our clients.
Here at the ADVISORY group we have Two Basic Goals:
- To help our clients keep more of the money they make
- To make more money with the money they have kept
OUR HISTORY
In 1978 principles of the ADVISORY group formed the corporation to work with investments and other financial services for themselves, a few close friends, and family.
Over the next thirteen years they acted as consultants and managers in the areas of financial services for some of the largest companies in the country. After over forty years of combined experience in business and personal financial services, these professionals are dedicated to improving the future of individuals and businesses through sound financial strategies and guidance. The ADVISORY group represents years of expertise in investments, money management, reducing taxes, business management, insurance, retirement, and estate planning.
The staff of the ADVISORY group has had extensive formal and informal training and hold memberships in numerous professional financial organizations. With the experience of its staff, the ADVISORY group can be assured that their clients are receiving the finest in financial strategies and services.