
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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What’s Required of the Executor of an Estate?
Being named as the executor of an estate is generally an honor but settling an estate can be a difficult and time-consuming job. This article provides an overview of typical executor responsibilities.
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How a Family Limited Partnership Can Power an Estate Plan
A family limited partnership is a legal agreement that enables business owners and their heirs to address succession, estate, and tax planning needs, all at once.
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Home Energy Rebates Could Save You Money
The Inflation Reduction Act of 2022 included two provisions allowing rebates for home energy efficiency retrofit projects and home electrification and appliance projects.
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Just Your Average Millionaire
The average net worth of U.S. families surpassed $1 million for the first time in 2022, but wealth levels vary greatly by age, housing status, education, and income.
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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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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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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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.