The McDaniel Corporation

Financial Advisors Columbia SC

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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 to offer a broad range of financial services. The firm and its staff are directed and supervised by its president; Craig M. McDaniel.

The McDaniel Corp has been the leading financial services company in the Greater Columbia region for decades. Our team is ready and committed to help 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 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 consult now or give us a call or email with any questions you may have.

Transparency

We 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.

Resources
We are able to help you with a variety of your financial needs including education, tools, market watch access, and individualized estimates.

Your money is grown by a trusted proven provider

McDaniel Corp is made up of a team of trustworthy, dependable professionals who are committed to your financial success.

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

6156 St. Andrews Road, Ste. 108
ColumbiaSC  29212

 

Phone:

803-750-4848

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