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

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

Investment Advisory Services Offered Through G. DeWayne McAnally

 

 

 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

 

 

?The Advisory Group, Inc. is a BBB Accredited Financial Service in Oklahoma City, OK

 

 

 
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

Averaging Ups and Downs

Stock market volatility was the norm in 2011, and that can be hard on an investor’s nerves. Utilizing a dollar-cost averaging strategy may help even out your portfolio’s ups and downs, as explained in this article.

Protection from a Range of Liability Claims

It's projected that American companies will face $183 billion in tort costs in 2011, and $152 billion of that will land on the books of small businesses. Fortunately, there are several forms of business liability insurance that can help offset these unforeseen costs.

Keeping Pace with Social Security

In 2012, Social Security beneficiaries will receive a 3.6% cost of living increase for the first time in three years. But a recent study suggests that benefits are lagging far behind real expenses. This article explains how Social Security benefits are indexed and what older workers and retirees might expect from the program in the future.

Managing Cash When Interest Rates Are Low

It's generally a good idea to keep three to six months of income in an emergency fund, but where should cash be kept when interest rates are low? This article discusses the advantages and disadvantages of savings accounts, certificates of deposit, and money market funds.

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