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.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Pullbacks, Corrections, and Bear Markets
Clearing up confusion from the economic downturn following COVID-19 and how it might affect your financial strategy.
Learn about clauses in the SECURE Act that affect 401Ks, students, and families.
Retirees traveling abroad need to know that their health insurance travels with them.
Understanding the value of a home warranty.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
In the face of divorce, making changes to insurance coverage may be overlooked.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how much of your Social Security benefit may be considered taxable.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
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.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Do you know these three personal finance sayings?
Smart investors take the time to separate emotion from fact.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Here’s a quick guide to checking to see if you have unclaimed money.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.