The Team

Using our exclusive Confident Retirement® approach and our experience providing ongoing financial advice, we help clients find opportunities that may help reduce taxes over their lifetime and beyond. We consider options like Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, and tax diversification and tax-efficient withdrawals from retirement accounts. We want our clients to understand all their options to help them be free to live life brilliantly — today and in the future.

Our Advisors

Drew McGarraugh

Financial Advisor

More about me...

Designations

CFP®, MBA

Top Areas of Focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education

Education

Bachelor of Science, West Texas A&M University, Canyon, TX 1997, MBA, West Texas A&M University, Canyon, TX 1999
CA Insurance #0G81424

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