Don McNeill, ChFC

3 Seguidores

Independent General Financial Consulting Practice 706.361.0183 P 706.361.0295 F P.O. Box 1839 Thomson, GA. 30824 Active Professional Affiliations: Chartered Financial Consultant Investment Company Products/Variable Contracts Representative General Securities Representative Uniform Securities Agent State Law Examination Uniform Investment Adviser Law Examination Life, Health, Variable Life, Variable Annuity Agent Specialties: General Financial Consulting, Investment Advisory, Trust/Foundation/Endowment Management, Portfolio Consult, Estate Planning, Life Insurance. Primary Service Areas: Augusta, Atlanta, Thomson, St. Simons Island, Georgia.

investment advisory deferred compensation non qualified financial consulting

Actividad
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Don McNeill, ChFC

Presentaciones

Valued client/401k rollover to IRA example

IRA/Defensive Strategy/Investment Advisory Example

Deferred, Indexed Annuity Example

IRA/Investment Advisory/Aggressive Equity Strategy

Destinations 20 year calendar performance

Documentos

Blue Cross/Blue Shield of Georgia example

Brinker Capital: Destinations Portfiolio Changes: 6/13

Single Premium Immediate Annuity

Tony Soprano Estate Plan Pitfalls

Destinations 9/2014 results

Brinker Capital/Destinations/2013 strategy results

5/31/2014 Destinations Returns

Brinker/Destinations/June2014/commentary/results

Cash Management

Brinker Capital/Destinations/August 2014

Non-Qualified, Deferred Compensation with AXA Equitable

Non Qualified Deferred Compensation/JohnHancock

Destinations white paper_march_2015_final

Market economic outlook_january-2017

DOL Fiduciary Rule Reallocation guide