Margaret McGillin (CFP®)
Margaret McGillin focuses in the
following client markets or areas of practice:
- Alternative or Private Investments
- Business Owners
- Charitable Giving
- College/Education Planning
- Corporate Executives
- Entrepreneurs
- Alternative or Private Investments
- Business Owners
- Charitable Giving
- College/Education Planning
- Corporate Executives
- Entrepreneurs
Planning Specialties
Making sure spending, saving and investing is in alignment with goals and values. Balancing competing goal funding, including current demands and future aspirations. Tax Strategies, Life Transitions, Long Term Care Analysis, Legacy Planning.
Additional Information
Fee-Only, Comprehensive & Holistic
Low cost, evidenced-based investment management
Team of 4 CERTIFIED FINANCIAL PLANNERS TM
NAPFA Start Date
March 24, 2017