G. DeWayne McAnally, Registered Investment Advisory Firm & the ADVISORY group

G. DeWayne McAnally, CFP - President of the ADVISORY group

 

 

 G. DeWayne McAnally, CFP, and The Advisory Group have been serving Oklahomans since 1978. With the aid of Grant R. Milner, AWMA, and other professionals on The Advisory Board. These Professionals advise clients in all areas of the Financial Arena. They specialize in charting your future financial course using management of Investments, 401K  Rollovers, IRAS, IRA  Rollovers, Retirement,  Financial Planning, Estate Planning, Insurance, Educational Funding, or any other financial areas that are important  to you. 

Mr. McAnally has been named to The Who's Who of Financial Planning.

Managed Investment Funds, 401K Rollovers, IRA Rollovers, IRAs, Mutual Funds, Annuities, Stocks, Bonds and other investments offered are not insured by the FINRA, SIPC nor are they obligations of or guaranteed by G. DeWayne McAnally.  Such investments will fluctuate in value and are subject to investment risks including loss of principal.               

Before proceeding further, please be advised that at present Mr. McAnally is licensed to discuss with and/or offer financial advise with residents of OK and TX.  If you are a resident of any other state, please check with Mr. McAnally to see if he already works with Clients in your state. Note that it is a simple and expeditious procedure for Mr. McAnally to become licensed in other states. He holds a Series # 7, Series # 63 , Series # 24, and several other licenses and designations.

G. DeWayne McAnally, is an Independent Registered Investment Advisory Firm.

G. DeWayne McAnally became a Registered Investment Advisor in 1984.

 

 

 

 

Discover the difference with a Registered Investment Advisor 

 

 

 
Calculators

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

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Newsletters

Why You Want to Know How Much Your Business is Worth

An up-to-date valuation may seem like an unnecessary expense for a small business, but it could prove to be invaluable to achieving long-term goals. Knowing the current value of a business can affect how an owner might approach everything from retirement to estate conservation to a succession strategy.

Roth IRA Conversion Mistakes Can Be Costly

One popular way to fund a Roth IRA is by transferring assets from a traditional IRA or an employer-sponsored retirement plan. This type of transaction, called a Roth IRA conversion, is simple in theory but can be complicated in practice. If you make certain mistakes, you could lose some key advantages.

Deciding When to Begin

Waiting until full retirement age (or up to age 70) to claim Social Security may result in significantly higher monthly benefits. At age 62, the earliest age to claim Social Security, the amount received could be only 70% of the benefit received at "full retirement age" (which ranges from age 65 to 67 depending on year of birth).

Retaining MVPs with Executive Bonus Life Insurance

An economic recovery is likely to bring more job opportunities to top performers, but it could prove costly for businesses to replace productive employees who decide to leave. An executive bonus plan funded with cash-value life insurance can be used to reward and retain an organization's most valuable employees.

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