Business/Business Owner Services

The McDaniel Corporation provides financial and tax planning as well as investment counseling services to small businesses and corporations. The firm works closely with the business advisors, such as accountants and pension administrators to achieve overall financial objectives.

Worksite Financial Education Benefits employers by:

  • Reducing Absences
  • Increasing productivity
  • Improved employee retention rates
  • Reduced administration fees
  • Reduced exposure to future litigation resulting from fiduciary responsibility


Benefits Employees by:

  • Educating employees so they can confidentially make better financial decisions.
  • Enables them to diversity their investments more appropriately.
  • Allows them to start or increase retirement plan contributions.
  • Increases their confidence about having enough retirement income.
  • Evaluating adequacy and cost-effectiveness of current plans.
  • Analyzing plan investments.