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:
*Some health insurance products offered by unaffiliated insurers.
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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 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
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Financial Tools That Can Help Americans with Disabilities
Special needs trusts and ABLE accounts can help disabled individuals establish financial independence and save for the future without losing access to critical government benefits.
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REITs Offer Income and Diversification
Most broad stock funds contain real estate investment trusts (REITs), but for a more strategic approach, investors can choose from a variety of REIT funds and individual REITs.
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Is Your Dream Kitchen a Good Investment?
Considering the potential return on investment before taking on home improvement projects can help homeowners make cost-effective decisions.
Calculators
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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
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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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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.