Welcome
The McGill Financial Ensemble is an independent financial advisory firm that provides comprehensive financial planning, wealth management, investments, and insurance, including long term care.
Our mission is to help our clients achieve or maintain financial security. One important part of the mission is helping our clients to make informed decisions about anything that affects their financial future.
We believe that an effective financial plan functions in harmony with a client's needs and reflects the unique priorities of each investor. As time goes on, the plan adjusts to reflect changes in the life of the individual, the family, or the business.
Our financial advisory firm is licensed and registered to offer products and services in Tennessee, California, Georgia, Hawaii, Michigan, and Oregon, Licenses and registrations will vary by representative and some representatives may be licensed and registered in additional states. Please contact our office for further information.
Newsletters
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College Savings: Roth or 529 Plan?
Can a Roth IRA double as a college savings tool? Find out how a Roth IRA compares with state-based 529 college savings plans.
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Calculating Key Financial Ratios
The financial ratios that help measure an organization’s performance may also be used by potential lenders and investors. Learn more.
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Do You Need a Power of Attorney?
Explore three types of powers of attorney and find out how a living will can supplement a durable POA for health care.
Calculators
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Savings Accumulation
Estimate the future value of your current savings.
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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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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?