When our insurance clients learn that we at McDowell are also a Registered Investment Advisor (RIA) and that we help clients with their financial planning, we often arrive pretty quickly at the topic of capital gains tax.
The McDowell Blog
A place to find a wealth of information on a wide range of finance and insurance topics.
May 20, 2019
How McDowell Has Stood The Test Of Time
When Garfield McDowell opened his insurance and real estate business back in 1900, it’s safe to assume he didn’t know that it would still be around over 120 years later…
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Retirement is all about knowing what to do at each stage of your life and career, maximizing your income, and planning well for the future.
McDowell is both an insurance broker and an RIA. Which means we have intimate knowledge of both industries. When RIAs come to us, they leave with coverage this is tailored to their needs, and they pay the most competitive price for that coverage. But they also gain one more thing – a relationship with someone who is going to look after them long into the future. And when you’re in the business of looking after others, it can be incredibly comforting to know that someone is doing the same for you, year after year, claim after claim, need after need.
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How McDowell Has Stood The Test Of Time LIKE NOBODY'S BUSINESS When Garfield McDowell...
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