THE MCGOWAN GROUP, LLC
FERNANDINA BEACH, FLORIDA

Mission McGowanGroup Asset Management (MGAM) is a Dallas-based investment firm committed to providing experienced asset management and personalized investment planning solutions to high net worth families with the ultimate goal of delivering superior client profitability through excellence in service. With over *$659 Million in assets under management, MGAM’s expertise extends across multiple investment categories: traditional safety in fixed income, high cash flow strategies, and growth with income. MGAM investment disciplines emphasize generating current income along with opportunities for capital gains. With full recognition that profits are not an assurance, the MGAM team platform is steadfast in the daily, ongoing, global search for the investment assets that can meet or exceed client objectives. In addition, MGAM offers each client family comprehensive performance tracking to provide clear bottom line results from inception. MGAM is firmly dedicated to empowering clients through education. The firm’s portfolio strategies and client education platforms are provided through trademarked NetWorth Radio broadcasts. In addition, the team’s articles and recommended investment intelligence reports are made available through the MGAM newsletter subscription broadcast. Once a mutual decision is reached, the agreed upon plan is implemented. We continuously track the performance of the account(s) and schedule quarterly reviews to ensure we are still on the same page. Tax and Legal Partnership – As part of the overall planning process we recommend conference calls with both your qualified tax professional and estate planning attorney. As the investment advisor, our part of the process involves the implementation of the estate plan through trusts and beneficiary designations. The recommended annual summer planning call with your CPA is designed to both provide the information they will need efficiently and to implement the CPA’s advice in harmony with the investment plan. MGAM’s purpose is to build portfolio reliability and harmony with the objectives of each family. Each investment plans follows our Philosophy of Total Return* which is to build and manage portfolios that combine diversified sources of cash flow along with capital gains potential exceeding inflation. We all know there are critical financial steps that should be taken at certain points in your life, but what specifically are they? What should you be doing at 30 to ensure financial stability? What about at 50? Here are twelve important actions you should be taking during key points in your life to improve your financial situation. Financial success takes planning and we are here to help. Call 214-720-4400 to set your planning appointment.