Peter McGann

Financial Advisor @Raymond James

Money is the biggest cause of stress in the world.for more than 64% of the world\'s investors.both for the poor as well as the rich. One of their biggest fears is running out of money at some point during retirement. Our goal is simple - eliminate this stress by developing a well thought out financial plan, a customized strategy, and a clearly understood investment approach to achieve our clients\' goals. We specialize in providing professional wealth management advice to individual investors, multi-generational families, corporations and small/medium business owners. We pride ourselves on building quality relationships based on the simple principal of TRUST. We take the time upfront to first completely understand our clients\' goals and aspirations. Every client is unique with personal circumstances and at different stages of one’s life. This greatly influences the risk/return decisions and plans that are made whether they are at the accumulation, consolidation, or spending phase of their life cycle. We are committed to protecting and growing our clients’ wealth throughout every phase and fine tuning the plan as needed as circumstances arise. Every client gets a customized financial plan, tailored to meet their financial goals and challenges. The plan brings together customized portfolio management, tax and estate planning considerations, insurance needs analysis and business succession planning as needed. We view the entire scope of our wealth management offering as the key to your success. Putting the client first, being accessible, having the utmost integrity and total professionalism are the cornerstones of the McGann Financial Group. Our ultimate goal to reach a trusted relationship with each of our clients, freeing you from the stress, and allowing you to enjoy the things that are most important in life.