Your Trusted Financial Partners
Personalized Financial & Retirement Planning
Honest Financial Guidance
Navigating Our ClientsTo and Through Retirement
Our clients always come first, and we pride ourselves on offering objective advice and providing recommendations tailored to their needs.
Through our comprehensive services, we integrate tax planning, financial planning, and investment management into cohesive, personalized strategies.
Through education, we seek to help clients understand their strategies and distinguish the noise in the media from their financial opportunities.
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.
Four Steps to Valuing an Estate
18 Years’ Worth of Days
Year-End Charitable Gifting and You