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Personalized Services

Securing Your Financial Future, Together

Our ultimate desire is to inspire every client to reach their life's greatest ambitions. Whether you are wondering how to maximize your investments to live a comfortable lifestyle or you want to create a plan for the effective transfer of your wealth, we offer unique market perspectives and a wide range of specialty services to help you pursue your goals.

Financial Planning

At McGaha Investments, we get to know you and discover your deepest concerns, needs and desires. Then, we'll work hand-in-hand to create a uniquely tailored strategy that prioritizes your best interests, while capturing market growth opportunities with the goal of maximizing your investments.

Investment Strategies

Behind every client portfolio is a solid foundation built on a genuine relationship of trust and confidence. We start by getting to know your unique circumstances, risk tolerance, and time frame. Then, we can recommend ways to optimize your investments for the effective pursuit of your goals.

Retirement Strategies

Is your portfolio retirement-ready? Our team of experienced financial professionals can help you plan, save and form strategies to help you maintain a comfortable lifestyle once work becomes optional. We can help you create a solid retirement strategy for the lifestyle you want in this next stage.

Insurance & Protection

Every client's insurance and protection needs are a little bit different. That's why we work with you personally to identify risks and integrate proactive strategies to help you effectively manage risk and safeguard the life you’ve built for yourself and your family.

Estate & Legacy Planning

You've worked hard to get where you are today. Now is the time to prepare a legacy plan that can help ease financial and administrative burdens for your family while ensuring your wishes are known and kept. Let us help you create or update your estate plan for the effective transfer of your legacy.

Education Planning

Planning for college can be daunting. Whether you’re preparing to help your child or even grandchild, we’re here to help you consider everything from the investment vehicles you use to the amount of your contributions. We can help predict future costs and develop plans to pursue your goals.

Charitable Planning

If you have a desire to give to causes you care about in meaningful ways, we can help you create a tailored plan that emphasizes your passions and leaves a lasting impact while keeping your wealth intact. Charitable giving can also be a tax-advantaged way to invest in your community.

Business Continuity Planning

Having a clear business continuity plan in place can help the most critical operations remain unaffected, regardless of the situation. We also take into account the personal, financial and legal aspects of continuity planning as we work to preserve your wealth and protect your family.

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.

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Ready to invest in a financial advisor who prioritizes your best interests with every investment? We look forward to learning more about your needs.

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Our Approach

Our balanced approach supports your complete financial needs and empowers you to make informed decisions according to your best interests.

Our Approach

Our Team

Our 30 years of experience equip us to build lasting relationships based on genuine trust and an education-forward approach for confident decision-making.

Meet the Team