Edward McDonough

About Edward McDonough

As an independent financial planning firm and wealth management firm, we provide customized and comprehensive financial planning services and advisory services on a one on one basis. We focus on objective advice in the areas of retirement planning, income planning, investments, risk analysis, wealth management, wealth transfer, securities, business planning, tax planning, estate planning strategies and insurance planning. We are an independent firm focused on wealth accumulation and wealth preservation. Our clients include Retirees, High Net Worth Individuals, Small Business Owners, Doctors, Engineers, Lawyers, Corporate Executives, Officers and Directors of Corporations and Young Professionals. As an Independent Registered Investment Advisor and Certified Financial Planner, we act as a fiduciary. We put your interests first. We do not have proprietary products or operate with quotas the way many insurance reps, stock brokers, or bank representatives do. We are not employees of a major bank, broker, or insurance company hired to represent that firm. We represent you, not the institution.\"You First\" Our primary goal is to help you reach your financial goals and objectives within the parameters of your risk tolerance. Our Motto is Knowledge, Integrity and Trust. We work diligently to provide our clients the best possible financial service in the industry. Some local areas we service include Orlando, Windermere, Winter Park, Winter Garden, Ocoee, Celebration, Longwood, Lake Mary, Clermont, Mt. Dora, and Leesburg areas.We are here to help our clients in all areas of their Financial Life. As a financial planning firm, we can offer you fee-based advice. Over 28 years, we have successfully negotiated the ups and downs of some of the most volatile markets in history. Having a sound investment plan is critical. We emphasize \"Financial Physicals\" in order to best satisfy your financial needs through out your financial lives.

Experience

1. Disclosure

   Mcdonough Capital Management

   Jan 1999 — Present

   Independent Registered Investment Adviser Custodians: TD Ameritrade Institutional and National Financial Services LLC | Fidelity Investments Securities Offered Through Triad Advisors, LLC | Member FINRA/SIPC Advisory services offered through McDonough Capital Management McDonough Capital Management is not affiliated with Triad Advisors, LLC

Education

• Lehigh University

  BSME,MBA, Engr,Finance

  1977 — 1984

Skills

• Asset Management
• Financial Services
• Strategic Planning
• Series 7
• Disability Insurance
• Investments
• Wealth Management
• Fixed Income
• Retirement Planning
• Due Diligence
• Hedge Funds
• Business Planning
• Insurance
• Leadership
• Portfolio Management
• Valuation
• Certified Financial Planner
• Securities
• Estate Planning
• Series 63
• Equities
• Financial Advisory
• Retirement
• Bonds
• Strategic Financial Planning
• Financial Markets
• Trading
• Real Estate
• Long-Term Care
• Financial Planning
• Negotiation
• Investment Advisory
• Investment Management
• Investment Strategies
• Alternative Investments
• Investment Properties
• Investors
• New Business Development
• Financial Analysis
• Financial Planners