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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Bonds Can Offer Stability Even with Rising Rates
Explore three major categories of bonds, plus ideas for navigating the bond market amid climbing interest rates.
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Steps to Executing an Exit Strategy
Monetizing a closely held business can be a difficult process, so owners may want to plan an exit strategy before they really need one.
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Consider REITs for Income and Diversification
Explore the basics of equity real estate investment trusts (REITs) including their potential benefits and risks.
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Looking Back, Looking Ahead
See the indicators economists rely on to understand the past, present, and potential future direction of the economy.
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?