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.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
It's important to understand how inflation is reported and how it can affect investments.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Here’s a guide to explain all the parts of Medicare.
It's important to make sure your retirement strategy anticipates health-care expenses.
A letter of instruction provides additional and more personal information regarding your estate.
Use this calculator to estimate your capital gains tax.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how much you have the potential to earn during your working years.
This calculator can help you estimate how much you should be saving for college.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
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.
Principles that can help create a portfolio designed to pursue investment goals.
You’ve made investments your whole life. Work with us to help make the most of them.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Around the country, attitudes about retirement are shifting.
In the world of finance, the effects of the "confidence gap" can be especially apparent.