G. DeWayne McAnally, LLC and the Advisory Group have been serving Oklahomans since 1978. G. DeWayne McAnally, CFP, Grant R. Milner, CFA®, and Jenna R. McAlister, AAMS® 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. Give us a call at (405) 728-1649 to setup your free, no pressure consultation and get your questions answered.
Newsletters
-
Beware of These Life Insurance Beneficiary Mistakes
Naming a life insurance policy’s beneficiaries should be a relatively simple task, but there are some situations that can lead to unintended and adverse consequences.
-
Do You Have These Key Estate Planning Documents?
This article provides an overview of four estate planning documents that almost everyone should have: a durable power of attorney, a medical directive, a will, and a letter of instruction.
-
Housing Market Trends: Are They Helping or Hurting the Economy?
U.S. home values held steady in 2023, even as mortgage rates rose to the highest levels in a generation. What could the current state of the housing market mean for the broader U.S. economy?
Calculators
-
IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
-
Savings Goals
How much do you need to save each year to meet your long-term financial goals?
-
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
-
Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.