Our clients always come first, and we pride ourselves on offering objective advice and providing recommendations tailored to their needs.Learn More
Through our comprehensive services, we integrate tax planning, financial planning, and investment management into cohesive, personalized strategies.Learn More
Through education, we seek to help clients understand their strategies and distinguish the noise in the media from their financial opportunities.Learn More
Connecting Tax Management, Investing, and Retirement Planning
From the evening news to financial product carriers, it seems everyone has a different opinion on how you should manage your money or plan for the future. With so much contradictory advice and cookie cutter recommendations, you may have a hard time confidently deciding what will work for your personal situation. Every person is unique, which means no one financial strategy fits all.
At McGuff Financial, we seek to serve as your financial advocate by providing objective advice, easy-to-understand education, and customized strategies tailored to your specific situation. Offering comprehensive services - including tax management, investment management, and retirement planning - we develop tax-efficient and cost-effective approaches to your financial concerns and investment needs. Working with a diverse range of clients, we serve executives, healthcare professionals, families, and business owners in the greater Houston area.
We enjoy working closely with our clients, building long-lasting relationships and guiding them along their financial path. Contact us today to take the first step.
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
One of the most common questions people ask about Social Security is when they should start taking benefits.
Gaining a better understanding of municipal bonds makes more sense than ever.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Don’t overlook the need for renter’s insurance if you rent your home.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how much you have the potential to earn during your working years.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator helps estimate your federal estate tax liability.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Do you know these three personal finance sayings?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
The market is as unpredictable as the weather. We’d love to help you prepare.
Pundits say a lot of things about the markets. Let's see if you can keep up.