Welcome
Who are we?
McDowell Financial Group is focused on estate and business succession planning strategies for successful individuals and their families. In conjunction with our clients’ other trusted advisors, we develop tax-efficient strategies to help our clients ensure their financial legacies. As a member of M Financial, McDowell Financial Group is one of a select group of firms that benefit from M Financials' unique competitive advantages.
Insurance strategies come in many forms and types. At McDowell Financial Group, it is our goal to implement and maintain a strategy not only to meet fundamental needs, but also for sophisticated asset allocation strategies. A well-designed life insurance strategy will not only consider the importance of death benefit protection and the tax-advantaged cash value accumulation potential of permanent life insurance, but also the role of life insurance in legacy planning and wealth preservation for multiple generations. Our extensive experience in the design, implementation and monitoring of insurance plans spans nearly 40 years.
Our Services
How We Best Serve You
Estate Planning
& Wealth Transfer
A well-designed estate plan provides assurance to our clients that their assets will be used to benefit the people or institutions that they choose, in the amounts that they choose. It begins with a candid discussion of client goals and objectives. While we do not offer legal advice, in conjunction with our client’s other advisors, we will discuss the various options available to our clients. Our focus is to provide the proper liquidity to help ensure the smooth transition from one generation to the next.
Business
Succession Planning
When working with McDowell Financial Group, the goal is to allow you to do what you do best: grow your business. We assist you in identifying and developing opportunities that can help preserve and enhance your company. From start to finish, our priority is helping you enhance your executive benefits, assist with tax-advantaged strategies and ensure your business legacy.
Private Placement
Life Insurance
We utilize Private Placement Life Insurance (PPLI) to help clients achieve greater tax efficiency and investment flexibility. Our customized approach integrates PPLI into your overall wealth strategy, enhancing long-term growth and legacy preservation.