Individual Services

The McDaniel Corporation offers a wide variety of services to meet the financial objectives of individuals. The firm works closely with clients to determine their needs and then recommends suitable strategies and actions. Retirement Planning Increasing Retirement income IRA Rollovers Portfolio analysis and redesigning Retirement distribution planning from IRA’s and other qualified plans Tax Planning Maximizing use of tax deductions Deferral of taxes Income shifting between family members Tax reduction through appropriate investments Tax reduction through tax credits Investment Analysis and Planning Matching investment vehicles with goals and needs Evaluating specific investments Consideration of tax consequences Analysis of risk return trade off