INDEPENDENT

Our clients always come first, and we pride ourselves on offering objective advice and providing recommendations tailored to their needs.

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COMPREHENSIVE

Through our comprehensive services, we integrate tax planning, financial planning, and investment management into cohesive, personalized strategies.

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TRANSPARENT

Through education, we seek to help clients understand their strategies and distinguish the noise in the media from their financial opportunities.

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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.

HELPFUL CONTENT

<p>Four Steps to Valuing an Estate</p>

Four Steps to Valuing an Estate

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
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<p>18 Years&#8217; Worth of Days</p>

18 Years’ Worth of Days

The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
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<p>Year-End Charitable Gifting and You</p>

Year-End Charitable Gifting and You

This article may help you maximize the benefits of your donation for your chosen charity.
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