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As Financial Advisors Columbia SC-
The McDaniel Corporation offers a wide range of financial services
Retirement Income Planning
- Increasing retirement income
- 401(k) Rollovers/IRA Transfers
- Retirement distribution planning from IRAs and other qualified plans
Investment Analysis and Planning
- Portfolio analysis and design
- Matching investment vehicles with goals and needs
- Evaluating specific investments
- Consideration of tax consequences
- Analysis of risk return trade-off
Risk Management
- Maintaining family income in the event of disability or death
- Identification of current and future risk exposure
- Evaluating cost-effectiveness of current coverage
- Long-term care protection
Tax Strategies
- Maximizing use of potential tax deductions
- Deferral of taxes
- Income shifting between family members
- Tax reduction through appropriate investments
Estate Planning
- Minimizing probate expenses, delays and publicity
- Reduction or elimination of estate taxes
- Assuring proper management of family assets
- Evaluating proper manner of holding title to property
- Post-death planning
Other Services
- Consistent review meetings with clients
- Investment and insurance implementation
- Quarterly newsletters and pertinent letters and/or articles to keep clients and prospects informed
- The McDaniel Corporation has no proprietary investment products
OUR FIRM
The McDaniel Corporation has a professional staff of dedicated, experienced, knowledgeable, and highly competent personnel who are trained and licensed financial advisors to offer a broad range of financial planning services. The firm and its staff are directed and supervised by its president; Craig M. McDaniel, an established financial advisor.
The McDaniel Corp has been the leading financial advisor company in the Greater Columbia region for decades. Our team is ready and committed to helping you get on track to financial freedom. Whether it’s saving, investing, insurance, annuities, or just plain peace of mind, we’ve got your back.
– CONTACT US NOW –
Let’s have a special kind of relationship
We take helping you with your financial planning goals personally and seriously. To assist with mapping out and hitting your goals we must first have a clear understanding of your situation. Book a free financial advisor consultation now or give us a call or email with any questions you may have.
Transparency
We offer multiple types of financial advice and will present you with your options and all costs or fees associated with them.
All costs and fees are explained and discussed prior to moving forward with any investment.
Resources
As financial advisors we are able to help you with a variety of your financial planning needs including education, tools, market watch access, and individualized estimates.
Your money is grown by a trusted proven provider
As Financial Advisors McDaniel Corp is made up of a team of trustworthy, dependable professionals who are committed to your financial planning success.
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Why work with and Independent Financial Advisor
Customized guidance based on your entire picture.
As an Independent advisor I am not tied to any particular family of funds or investment products so I have the freedom to choose from a wide range of investment options.
With all types of retail investment products to consider I am able to meet your personal needs and objectives.
Enjoy a different type of relationship
To offer advice closely aligned with your goals and needs I must first have a strong understanding of your situation.
This often takes regular, ongoing interactions.
As the business owner I have a strong sense of personal accountability to my clients.
Transparency – Understand exactly what you are paying
I offer multiple types of advice and will present you with your options and all costs or fees associated with them.
All costs and fees are explained and discussed prior to moving forward with any investment.
Resource
I am able to help you with a variety of your financial needs but for those that need to be handled outside Retire Early Planning, I will work with you to find the appropriate local person or firm.
Your money is held with an independent custodian
Your money is not held by the same person who advises you about how to invest it.
I use independent custodians, such as TDAmeritrade, to hold and safeguard clients’ assets.
You will receive statements and confirmations
The McDaniel Corporation
Phone:
The McDaniel Corporation 6156 St. Andrews Rd, Ste.108 Columbia, SC 29212 Securities through Capital Investment Group Inc. 100 E. Six Forks Road, Ste. 200, Raleigh NC 27609.
Member FINRA/SIPC. Affiliated with Capital Investment Advisory Services, LLC
Check the background of this financial professional on FINRA's BrokerCheck