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.
Investment Challenges of the Affluent Investor
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
An Overview of Renter’s Insurance
Don’t overlook the need for renter’s insurance if you rent your home.
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Six overlooked tax deductions to help manage your tax bill.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
This calculator demonstrates the power of compound interest.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how much you have the potential to earn during your working years.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to better see the potential impact of compound interest on an asset.
Assess how many days you'll work to pay your federal tax liability.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
How will you weather the ups and downs of the business cycle?
Even low inflation rates can pose a threat to investment returns.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Do you have causes that you want to support with donations? Here are three tips.
Agent Jane Bond is on the case, cracking the code on bonds.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”