
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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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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If You Don’t Have a Will Yet, Why Not?
Although 64% of Americans think having a will is important, only 32% have one. This article looks at reasons people don’t have a will and why they need one regardless of the reason.
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Eight Ideas for Smarter Holiday Shopping
Whether shopping online or hitting the mall this holiday season, these tips might help save time and money.
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Charitable Gifts of Life Insurance
Life insurance offers a way to make a substantial gift to charity while also benefiting from favorable tax rules.
Calculators
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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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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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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.