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Your Life Plan Is Our <br/>Top Priority

Your Life Plan Is Our
Top Priority

Our dedication to you goes beyond your portfolio and sets us apart from other financial professionals. This dedication is also the reason that client education is at the core of the relationships we form — and this is a relational business. Instead of telling you what to do, we’ll help you understand what’s in your best interest and why, so you can feel confident in our guidance and your financial decisions.

Learn About Us

Personalized Services for Your Financial Goals

With a comprehensive suite of services, McGaha Investment Group can be your trusted resource for all of your personal and business financial planning needs.

Financial Planning

30+ years of expertise and industry knowledge support every strategy, with a balanced approach toward achieving all your goals.

Investment Strategies

We'll navigate market challenges and seize growth opportunities to steer you confidently toward your financial goals.

Retirement Planning

We offer personalized retirement planning to help you prepare for a comfortable lifestyle with a sustainable income.

Insurance & Protection

Our experienced team assesses risks, finds suitable coverage for your family, including life and long-term care insurance.

Education Planning

Invest in your family's future with our help in selecting the right education investment options for the gift of higher education.

Estate Planning

Estate planning goes beyond a will; it's the result of continuous financial discipline and the pursuit of a lasting legacy.

Trusted Guidance for Whatever is Next

Trusted Guidance for Whatever is Next

For over 30 years, we've built long-term relationships based on genuine trust. That means fostering a deep understanding of what matters most to you and your family, including your short- and long-term plans. Together, we'll navigate the market's ups and downs while capturing growth whenever possible.

Learn More About the 401(k) Optimizer

Take control of your retirement planning and receive ongoing guidance with the goal of ensuring that you have enough money to comfortably retire while living the lifestyle you deserve.

Let’s Talk Optimization
Your Path to Financial Confidence

Your Path to Financial Confidence

We all know that risks are inherent when investing in the market. With over 30 years of experience in investment management, we specialize in assessing and managing downside risks. We can help you navigate market opportunities to pursue your unique goals and maximize what you have throughout your lifetime and beyond.

All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful.

The cost and availability of life insurance depend on factors such as age, health, and the type and amount of insurance purchased. Before implementing a strategy involving life insurance, it would be prudent to make sure that you are insurable by having the policy approved. As with most financial decisions, there are expenses associated with the purchase of life insurance. Policies commonly have mortality and expense charges. In addition, if a policy is surrendered prematurely, there may be surrender charges and income tax implications.

For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisors LLC nor any of its representatives may give legal or tax advice.

Resources to Enhance Your Financial Literacy

At McGaha Investments, we believe in actively investing in your financial education. Explore our curated library of educational resources designed to help enhance your financial literacy at any life stage.

Comparing Investments

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.
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Tuning Your Social Security Benefit

Tuning Your Social Security Benefit

When should you take your Social Security benefit?
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Dog Bites and Homeowners Insurance

Dog Bites and Homeowners Insurance

Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
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How to Effectively Budget as a Couple

How to Effectively Budget as a Couple

Be sure that you agree on how to go about combining your finances as a couple before discussing how you'll handle expenses.
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