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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Asset Protection: Make Sure Your Umbrella Is Big Enough
While standard home and auto insurance may cover personal liability, a personal umbrella policy can help add an extra layer of protection.
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Five Investment Tasks to Tackle by Year-End
2020 market turbulence underscores the importance of reviewing an investment portfolio. These five steps could help keep it on track.
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Investing in UITs
A Unit Investment Trust is structured differently than a mutual fund or ETF. Could its unique features help you ladder your investments?
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Watch Out for These Financial Pitfalls in the New Year
Financial opportunities and potential pitfalls can appear at any time. Here are common money mistakes to avoid at various stages of life.
Calculators
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 72.
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
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Credit Card Debt
How Long Will It Take to Pay my Balance?