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.
Should You Borrow from Your 401(k)?
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Measuring the Value of a Financial Advisor
Ever wonder what the real value of a financial advisor is? It’s not just added portfolio returns.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Tax preparation may be the perfect time to give the household budget a check-up.
Important items to consider when purchasing condo insurance.
This calculator demonstrates the power of compound interest.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Smart investors take the time to separate emotion from fact.
There are three things to consider before dipping into retirement savings to pay for college.
There’s been a lot of talk about Tax Reform. What might it look like?
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
The decision whether to buy or rent a home may have long-term implications.
When do you need a will? The answer is easy: Right Now.