Professional Services Offered

As an independent financial advisor, Wade has the opportunity to look at the whole picture as he evaluates each client's dreams and goals and then formulates a customized plan to help pursue those personal financial objectives. His work philosophy is an expression of the value he places on acting responsibly, thoughtfully and creatively. "I seek to maximize my clients' potential by maintaining outstanding client relationships and offering only quality financial solutions." Wade McFee's focus is on estate and investment planning for affluent individuals, successful professionals, business owners and retirees.

 

 

 

Services Include

Investment Planning: IRA, Roth IRA, SEP, Simple IRA, Coverdell Education IRA, Section 529 Plan. Estate Planning: Identify goals, Life insurance, Long term care insurance, Annuities. Business Planning including: Succession Planning, Non Qualified Deferred Compensation, Executive Benefits, Corporate Qualified Plan.