Working Together

Our Process

From day one, our priority is to ensure that we deliver a truly superior client experience. We stay in close contact with you along the way, so you’ll never have to wonder if you are on track to meet your financial goals, or how your investment portfolio is performing.

At G. DeWayne McAnally, LLC, we prefer a personal approach. As we begin our relationship, we spend time getting to know you, your unique situation, and answer your questions. Together, we will build a plan suited to your needs. Throughout our relationship we’ll meet with you on a regular basis to review your portfolio and answer any questions that you may have. In addition, we are available to meet or speak to you anytime you need us. We want to make the process as easy and stress-free as possible.

G. DeWayne McAnally, LLC is a fee only registered investment advisor. What this means is that we charge a fee based on assets under management. This fee is percentage based and is billed directly to your account. This is the only fee that we charge; we will never add on additional fees for meetings, phone calls, emails, retirement planning or anything else that you need from us.

Getting to Know You

1st Meeting

At our first meeting we will discuss your financial situation and goals, answer your questions about us, introduce our retirement planning and investment philosophy, explore ways we can add value to your situation, review your financial assets and liabilities, and identify your immediate and long-term needs.

Develop a Plan

2nd Meeting

We will begin by answering questions that may have come up since our last meeting and go over our investment philosophy and strategy. Then we will evaluate your risk tolerance, review your investment plan, deliver your investment policy statement, and complete any required paperwork.

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45-Day Follow Up

We'll review the status of asset transfers and your portfolio, as well as answering any questions.

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Semi-Annual Meetings

We will meet every 6 months to discuss any changes to your financial situation, review your investment portfolio, and update you investment plan as needed.

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Continuous Activities

We provide investment portfolio monitoring and account trading and rebalancing on a continuous basis, ongoing investment analysis, a weekly newsletter with premium articles, quarterly performance reports, client events (social and educational), and unlimited phone and email conversations with your advisor.

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