Don McNeill, ChFC
20 SlideShares 3 Followers 1 Folgen
Personal Information
Unternehmen/Arbeitsplatz
Augusta, Georgia Area United States
Beruf
McNeill Financial Services, LLC
Branche
Finance / Banking / Insurance
Webseite
http://www.sipc.org
Info
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.
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Tags
investment advisory deferred compensation non qualified financial consulting
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Präsentationen

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Valued client/401k rollover to IRA example

Vor 11 Jahren • 796 Aufrufe

IRA/Defensive Strategy/Investment Advisory Example

Vor 10 Jahren • 987 Aufrufe

Deferred, Indexed Annuity Example

Vor 10 Jahren • 583 Aufrufe

IRA/Investment Advisory/Aggressive Equity Strategy

Vor 10 Jahren • 1331 Aufrufe

Destinations 20 year calendar performance

Vor 9 Jahren • 352 Aufrufe

Dokumente

(15)
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Blue Cross/Blue Shield of Georgia example

Vor 11 Jahren • 273 Aufrufe

Brinker Capital: Destinations Portfiolio Changes: 6/13

Vor 10 Jahren • 722 Aufrufe

Single Premium Immediate Annuity

Vor 10 Jahren • 308 Aufrufe

Tony Soprano Estate Plan Pitfalls

Vor 10 Jahren • 333 Aufrufe

Destinations 9/2014 results

Vor 10 Jahren • 266 Aufrufe

Brinker Capital/Destinations/2013 strategy results

Vor 10 Jahren • 1151 Aufrufe

5/31/2014 Destinations Returns

Vor 9 Jahren • 235 Aufrufe

Brinker/Destinations/June2014/commentary/results

Vor 9 Jahren • 395 Aufrufe

Cash Management

Vor 9 Jahren • 261 Aufrufe

Brinker Capital/Destinations/August 2014

Vor 9 Jahren • 294 Aufrufe

Non-Qualified, Deferred Compensation with AXA Equitable

Vor 9 Jahren • 1055 Aufrufe

Non Qualified Deferred Compensation/JohnHancock

Vor 9 Jahren • 1392 Aufrufe

Destinations white paper_march_2015_final

Vor 9 Jahren • 356 Aufrufe

Market economic outlook_january-2017

Vor 7 Jahren • 45 Aufrufe

DOL Fiduciary Rule Reallocation guide

Vor 7 Jahren • 239 Aufrufe
Personal Information
Unternehmen/Arbeitsplatz
Augusta, Georgia Area United States
Beruf
McNeill Financial Services, LLC
Branche
Finance / Banking / Insurance
Webseite
http://www.sipc.org
Info
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.
Tags
investment advisory deferred compensation non qualified financial consulting
Mehr anzeigen