Our services
At G. DeWayne McAnally, LLC, "The Advisory Group" we pride ourselves on redefining the approach to financial management. With a commitment to understanding each client's unique financial landscape, our journey begins with a thorough evaluation of your current situation.Our passion for empowering clients drives us to develop tailored strategies that align with their specific goals and long-term objectives.
In an ever-evolving economic environment, we advocate investing sensibly over the long run and maintaining an adequate level of insurance coverage. Our collaborative approach ensures that you not only feel confident in our financial recommendations but also actively engage in shaping your financial future.Our bi-annual meetings are not just check-ins; they are strategic sessions where we reassess your financial trajectory and address any evolving needs. Our suite of services is designed to cater to all aspects of your financial life, including investment management, retirement planning, and estate conservation, among others.We are more than just advisors; we are your financial partners, dedicated to navigating the complexities of wealth management alongside you.
Some of the services we offer:
1) Investment management
2) Retirement Planning
3) Total Financial Planning
4) Asset Allocation
5) 401K Rollovers
6) Estate conservation
7) IRAs, IRA Rollover
8) Risk management
9) Cash management
10) Charitable giving
11) Business Planning