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.
For a Health Insurance Quote - Click Here >>
Our product portfolio includes, but is not limited too:
*Some health insurance products offered by unaffiliated insurers.
|
"People are our calling, |
McAvinney and Associates wants to help you plan for your future...With proper insurance and suitable investments geared to your financial needs and objectives...With appropriate employee benefits, executive compensation, and retirement plans...With well-designed business, insurance and estate transfer strategies.
Newsletters
-
Beware of These Life Insurance Beneficiary Mistakes
Naming a life insurance policy’s beneficiaries should be a relatively simple task, but there are some situations that can lead to unintended and adverse consequences.
-
REITs, Rates, and Income
This article provides an overview of REITs, including how they can offer a consistent income stream and why changing interest rates can affect REIT performance.
-
On the Move Again: International Travel Tips
Are you planning a foreign vacation? This article offers some suggestions that might help keep it on track.
-
Bear Market Emotions: Strategy vs. Reaction
Staying disciplined in building a well-constructed portfolio over time can help carry investors through the market’s rough spots.
Calculators
-
Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
-
Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
-
Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
-
Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.