Spend time
enjoying retirement
while we plan it for you.
We are an investment management firm that helps you confidently walk into and through retirement.
Most people waste time wondering if they have saved enough for retirement. We understand making the right financial decisions can be hard.
At McDaniel & Register we will take the time to understand your situation and manage your investments appropriately. You can retire with confidence and spend time on things that matter most.
Work with an expert
so you can spend time on things that matter most.
Be better prepared
for the retirement of your dreams.
Get your plan
designed to meet your goals
The Confident Retirement Plan
1.
Schedule a Call
We create a plan only after learning about your needs and your goals
2.
Have a discovery session
We find out how our services best fit your unique situation
3.
Put your plan to work
We create a customized plan to manage your investments so you enter retirement with confidence
“Our goal is to understand your financial hopes, goals, and desires and do our part to get you there. To the extent we are able to do this, we have accomplished our mission.”
Doug McDaniel
How We Work With You
1
Personal
We create a plan only after learning about your needs and your goals
2
Respectful
We treat you with respect and dignity
3
Independent
We only recommend the investments and services that are right for you
4
Candor
We give you the advice you need to hear, even if it’s uncomfortable
WHAT WE DO
Comprehensive Financial Planning
We help ensure you have everything you need
Investments
So that your money can work for you
401k Plans
Leverage your plan for your preferred future
Meet your team
Doug McDaniel
CPA, CFP®
Chris Register
CFP®
Ashley Snyder
Cynthia Leonard
We are located at
McDaniel & Register Inc. 1501 Lakeland Dr., Suite 250 Jackson, MS 39216
Discover clarity for your retirement plan
We help you develop a better plan so you can confidently
move into and through retirement.
