Helping to Grow and Protect Assets for Your Future
The McDowell Agency
We at The McDowell Agency are driven to provide the families and businesses we serve with a financial road map that helps them protect and preserve their future. Our customized financial plans help individuals, families and businesses more confidently navigate today’s complex financial world.
Enhanced Planning
Enhanced planning is one key element of any retirement strategy and helps ensure that you leave a legacy of family harmony, regardless of the size of your estate. Whether your priorities are preserving assets for future use or transferring your wealth to beneficiaries, we can help you build a plan that fits your needs and maintains family harmony after you’re gone.
Income Planning
At The McDowell Agency, we’re here to help you navigate throughout each of the three income planning phases – accumulation, distribution, and preservation or transfer – and to help you utilize tax advantaged vehicles to help accomplish your retirement income goals.
Life Insurance
Life insurance may provide some comfort for the policyholder because their loved ones will receive a death benefit when they pass away. It can also offer a number of benefits that may make it a valuable tool.
Retirement Strategies & Risk
New Generation Retirement® is a holistic approach to retirement planning. It consists of a five-step retirement planning system that our office and clients work through together.
Generational Vault
Generational Vault never sleeps; it’s your 24-7-365 access to your accounts and important documents all in one place! Reach out to us today to discuss how Generational Vault can help you organize and safeguard the most important documents in your life.