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

 

Discover clarity for your retirement plan

We help you develop a better plan so you can confidently
move into and through retirement.

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