
At G. DeWayne McAnally, LLC, “The Advisory Group”, we have been proud to serve Oklahomans since 1978, establishing ourselves as trusted guides in the ever-evolving financial landscape. Led by a dynamic team—G. DeWayne McAnally, CFP, Grant R. Milner, CFA®, and Jenna R. McAlister, AAMS®—we are not just investment advisor representatives; we are your strategic partners in navigating the complexities of your financial future. Our diverse specialties encompass everything from Investment Management to Estate Planning, ensuring that every facet of your financial landscape is meticulously managed. With decades of experience under our belts, we pride ourselves on our personalized approach, guiding you through 401K Rollovers, IRAs, Retirement strategies, and beyond. We are committed to empowering our clients with the knowledge and tools they need to achieve their financial dreams. Reach out to us at (405) 728-1649 for a complimentary, no-pressure consultation and let's chart your path to financial success together.
Newsletters
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New SAVE Repayment Plan Offers Key Benefits
In July 2023, the Department of Education launched a new income-driven repayment plan for federal student loans called the Saving on a Valuable Education Plan.
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HOT TOPIC: Tariffs: How They Work and Potential Economic Effects
During the first two weeks of February, President Trump authorized two major tariff actions, with more likely to come. This Special Report explains tariffs and how they might affect the U.S. economy.
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A Critical Combo: Life Insurance with Long-Term Care Benefits
Although long-term care insurance is typically a “use-it-or-lose-it” proposition, these alternatives can help pay for care if it’s needed or provide a death benefit for beneficiaries if it’s not.
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A Mortgage Recast Is an Alternative to Refinancing
When a mortgage is recast, the borrower puts money toward the principal balance of a home loan, reducing the monthly payment.
Calculators
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.