McDonough Capital Management
About
We provide comprehensive financial services In the areas of retirement planning, investments, taxes, insurance and estate planning. We resolve questions regarding all things financial in order to assist our clients in attaining their financial goals and objectives. Www. McDonoughCapital.com.
Our life's work is assisting all of our clients in all areas of their financial life. We are here to answer any questions regarding anything financial. I have been in practice over 33 years and consistently rank as one of Orlando's Top Financial Advisors. Please check our profiles on LinkedIn and Facebook along with our company website www.McDonoughCapital.com
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Frequently asked questions
What is your typical process for working with a new customer?
We follow a very specific process when engaging with a new prospective client. It involves a two appointment process utilizing our financial check up approach. We are extremely client focused and operate as fiduciarys, always placing your interests above our own. If you decide that we are a good fit for you, we work to alleviate any and all of your financial stress.
What education and/or training do you have that relates to your work?
I am an Engineer with an MBA and CFP. We utilize sophisticated state of the art software to assist our clients in achieving their financial goals and objectives. I have 34 years experience in the industry with a wonderful team backing me up.
Do you have a standard pricing system for your services? If so, please share the details here.
Depending on how you choose to engage us we can lay out your specific fee very transparently.
How did you get started in this business?
I entered the financial planning business as it was a passion of mine while I was an engineer. Over the last 34 years I have grown our team to support all of our clients needs.
What types of customers have you worked with?
Small Business Owners, Doctors, Lawyers, Engineers, Corporate Executives, Retirees, High Net Worth Individuals, Lottery Winners, Pilots, pre-retirees.
What advice would you give a customer looking to hire a pro in your area of expertise?
Consider the individuals resume and experience level in the industry and look for a true fiduciary. Many people in the financila world use the term Investment Advisor loosley. A true fiduciary will place your needs as a client above their own monetary success.