McAvinney and Associates has been serving clients for more than 25 years. Serving businesses and individuals in and around the Fredericksburg area, McAvinney and Associates offer financial services with local customer service and an emphasis on strong relationships.
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Our product portfolio includes, but is not limited too:
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"People are our calling,
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McAvinney and Associates wants to help you plan for your future...With proper insurance and suitable investments...With appropriate employee benefits, executive compensation, and retirement plans...With good business, insurance and estate transfer strategies.
Newsletters
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Succession Plans Often Hinge on Reliable Valuation
Discover the role a reliable business valuation can play in succession, tax, and retirement planning.
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Life Insurance with Long-Term Care Benefits
Concerned about the costs of long-term care? Discover two strategies that combine life insurance coverage with LTC benefits.
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Protection to Help Your Family
Explore the benefits of individual life insurance versus work-based coverage, and compare term and permanent policies.
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HOT TOPIC: All Eyes on the U.S. Economy as It Caps Off Decade of Growth
This article compares the current economic expansion with prior business cycles and examines developments that could affect future growth.
Calculators
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Personal Inflation Rate
Is your personal inflation rate higher or lower than the CPI?
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
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Credit Card Debt
How Long Will It Take to Pay my Balance?