www.mcdonoughcapital.com
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Submitted URL: http://mcdonoughcapital.com/
Effective URL: https://www.mcdonoughcapital.com/
Submission: On January 05 via api from US — Scanned from DE
Effective URL: https://www.mcdonoughcapital.com/
Submission: On January 05 via api from US — Scanned from DE
Form analysis
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Text Content
6000 Turkey Lake Road, Suite 212, Orlando, FL 32819 407-248-9647 FREE Consultation Menu * Home * About * Our Process * Our Team * Blog * What Sets Us Apart * 5 Star Wealth Mgr * Useful Links * Who We Serve * Physicians * Business Owners * Corporate Executives * Lockheed Martin Employees * All Client Types * Services * Investment Planning * Retirement Planning * 401(k) Management * Additional Products & Services * Resources * FAQ * Lending Solutions * Trust and Will Creation * Estate * Insurance * Investment * Lifestyle * Money * Retirement * Tax * Tax Resources * Glossary * Contact * Client Center * Events * Existing Client Help * My Personal Financial Website * My Schwab Accounts * My NFS Accounts * Book an account review FREE Consultation RETIREMENT AND WEALTH MANAGEMENT MADE SIMPLE FREE Consultation WHEN MARKETS REACT When markets shift, experienced investors stick to their strategy. Learn More A FIDUCIARY CAN HELP YOU DEVELOP PEACE OF MIND SO YOU CAN WORK TOWARD LIVING THE LIFE OF YOUR DREAMS Get a free consultation call today FREE Consultation WE TAKE RISK MANAGEMENT VERY SERIOUSLY Find out your Risk Number RETIREMENT AND WEALTH MANAGEMENT MADE SIMPLE FREE Consultation WHEN MARKETS REACT When markets shift, experienced investors stick to their strategy. Learn More A FIDUCIARY CAN HELP YOU DEVELOP PEACE OF MIND SO YOU CAN WORK TOWARD LIVING THE LIFE OF YOUR DREAMS Get a free consultation call today FREE Consultation WE TAKE RISK MANAGEMENT VERY SERIOUSLY Find out your Risk Number THE BEST OF 2023 ORLANDO! McDonough Capital Management has been awarded with best Orlando Investment Advisor by the Orlando Awards Program for 2023. Each year, the Orlando Award Program identifies companies that they believe have achieved exceptional marketing success in their local community and business category. Here at McDonough Capital Management we pride ourselves with making a positive impact in our community and are honored to continue to serve the Orlando area. CULTIVATED FOR YOU YOUR GOALS ARE THE KEY TO RAMPANT GROWTH The best futures are achieved through naturally diverse investments. Like the strongest of trees, the seeds you plant today will lead to a lush canopy of comfort, shelter, and protection tomorrow. Organic growth underlies all we do at McDonough Capital Management. Together, we'll design a roadmap that starts with the future you want and ends with your dream retirement. Our approach is designed to help your retirement weather the harshest of storms. OUR PROCESS No two people are the same, and our advisors know this better than most. Our deep financial knowledge and broad life experiences inform our every decision. We have only one goal in mind: your ideal future. With decades of experience, we’re excited to help you prepare for every eventuality, no matter what. Learn more WHO WE SERVE We believe every person deserves access to sound, informed financial advice. Regardless of your situation, tolerance for risk, and goals, we’re ready to help you prepare for the future. Come rain or shine – together, we’ll encourage your investments to grow for years to come. * Physicians Psychiatrists, Pediatricians, etc * Business Owners Entrepreneurs, Corporations, Proprietorships, etc * Lockheed Martin Employees Engineers, Executives, Managers, Support * Corporate Executives Lockheed Martin, Disney, Universal, Mariott, and more! * More We Cater to Clients Everywhere! Who We Serve FEATURED IN... The "Best Financial Advisors in Orlando" and "Best Tax Services in Orlando" are given by "Expertise" (expertise.com). Expertise evaluates service professionals for availability (finding potential picks), accreditations/awards/licenses, reputation (analyze review data), Experience (assess service capabilities), and professionalism. The awards are granted independently, and are not based on sales production requirements or client feedback. Third-party rankings and recognitions do not ensure that a client or prospective client will experience a higher level of performance or results and are not representative of any client's endorsement or evaluation YOUR GOALS. OUR STRATEGIES. Discover an array of resources for all your financial needs. Investments Smart investing shouldn't perplex, puzzle, or confound. Our data-driven strategies may help you avoid even the deepest of pitfalls. Learn more Retirement Enjoy the fruits of your labor. We can help you build a retirement strategy that is sure to keep you excited for what's to come. Learn more Estate Effective estate management enables you to manage your affairs during your lifetime and beyond. With over 100 years of collective experience, we'll help secure your legacy for generations to come. Learn more Insurance Our dedicated professionals can help create the insurance strategy you need. Protect your family, with our help, from the financial consequences of life's unexpected events. Learn more PRIMARY TEAM EDWARD A. MCDONOUGH, BSME, MBA, CFP® Founder/Chief Investment Officer ed@mcdonoughcapital.com CAMIE NGUYEN Investment Advisor/Senior Operating Officer camie@mcdonoughcapital.com SHANNON MCDONOUGH Associate Investment Advisor shannon@mcdonoughcapital.com SAMANTHA MOSCA Client Service Manager samantha@mcdonoughcapital.com HOW MUCH DO YOU KNOW ABOUT INVESTING? These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ." First Name Last Name Email Address Take the Quiz HELPFUL CONTENT Curated articles, videos, and more, for a financially savvier you. COACHES Coaches have helped you your whole life, in ways big and small. We'd like to be one of them. Learn More INTELLECTUAL PROPERTY AND YOUR ESTATE Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article. Learn More PERSONAL FINANCE CALENDAR Use this handy calendar to remember the year’s most important financial dates. Learn More HAVE A QUESTION? WE'RE READY TO HELP. Name Email Address Phone Message Send Thank you! Oops! CONTACT Office: 407-248-9647 Toll-Free: 800-741-0380 Fax: 407-248-9755 6000 Turkey Lake Road Suite 212 Orlando, FL 32819 mcm@mcdonoughcapital.com QUICK LINKS * Retirement * Investment * Estate * Insurance * Tax * Money * Lifestyle * All Articles * All Videos * All Calculators Triad Form CRS Check the background of your financial professional on FINRA's BrokerCheck. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. Copyright 2024 FMG Suite. Securities offered through Triad Advisors, LLC., Member FINRA/SIPC. Advisory services offered through McDonough Capital Management. McDonough Capital Management is not affiliated with Triad Advisors, LLC. Form ADV Part 2A & Form ADV Part 2B| Form CRS Privacy Policy ADV Part I