Our Services

 

The goal at McCord & Wheeler Financial Services is to provide unprecedented service to our individual and business clients in all areas of financial management:
 
 
Investment Planning* - Determining your asset allocation needs.  Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you pursue your goals.
Retirement Planning* - Making the most of your employer-sponsored retirement plans and IRA's.  Determining how much you need to retire comfortably.  Managing assets before and during retirement.
Business Planning - Evaluate and implement strategies to protect your business and take advantage of opportunities that could improve cash flow, tax situations, benefits and the bottom line.
Tax Planning & Preparation - Making sure you do not pay a penny more than the law requires.  Looking for ways to help reduce your current and future tax burden.
Estate Planning - Reviewing your wills and trusts.  Helping preserve your estate for your intended heirs. Helping with beneficiary designations.  Reducing exposure to estate taxes and probate costs and coordinating with legal advisors.
Risk Management - Reviewing existing insurance policies.  Recommending policy changes when appropriate. Finding the best policy for your situation.
Education Funding* - Recommending investment and accumulation strategies to help you pay for your children's education.
 

*These services are offered by Lafe Wheeler through his affiliation with H.D. Vest Investment ServicesSM and H.D. Vest Advisory ServicesSM. Asset allocation does not assure or guarantee better performance and can not eliminate the risk of investment losses.