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 Income Planning:

  • Increasing retirement income
  • IRA & 401(k) Rollovers & Transfers
  • Retirement distribution planning from IRAs and other qualified plans

Tax Strategies:

  • Maximizing use of tax deductions
  • Deferral of taxes
  • Income shifting between family members
  • Tax reduction through appropriate investments

Investment Analysis and Planning:

  • Matching investment vehicles with goals and needs
  • Evaluating specific investments
  • Consideration of tax consequences
  • Analysis of risk return trade-off
  • Portfolio Analysis & Redesign

Risk Management:

  • Maintaining family income in the event of disability or death
  • Identification of current and future risk exposure
  • Evaluating cost-effectiveness of current coverage
  • Long-term care protection.