Creating a Legacy
We believe financial planning is about more than just today—it’s about what you leave behind. That’s why we help families develop strategies to pass wealth, values, and opportunities to the next generation.
Our team can support:
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Trust fund planning
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Charitable giving strategies
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Multi-generational wealth transfer
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Estate planning coordination with your attorney or CPA
Planning for Every Life Stage
Whether you’re getting married, starting a family, changing careers, or nearing retirement, your financial needs evolve. We’re here to help you adjust your plan as life unfolds. Together, we’ll create a flexible roadmap that includes:
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Wealth accumulation strategies
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Investment planning (including mutual funds and annuities)
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College funding through 529 plans
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Tax-aware saving strategies (in partnership with your tax advisor)
Protecting What You’ve Built
Life is unpredictable—but your plan doesn’t have to be. We help ensure that if something unexpected happens, your family is protected. Our solutions include:
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Life insurance
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Disability income insurance
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Long-term care coverage
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Income and lifestyle protection strategies
Our focus is to help you protect your income, your loved ones, and the life you’ve worked hard to build.
Neither MML Investors Services, LLC nor any of its subsidiaries, employees or representatives are authorized to give legal or tax advice. Consult your own personal attorney legal or tax counsel for advice on specific legal and tax matters.
Ready to Make a Difference in Your Life?
The most successful people don’t just live day to day—they plan ahead. Whether you’re preparing for growth, life changes, or long-term protection, now is the time to take the next step. Let’s build a strategy that helps you—and the people you love—thrive for years to come.
Financial Guidance That
Grows With You
Your financial plan should be more than a checklist—it should be a reflection of your values, your goals, and the people you care about most. At McDermid Financial Group, we help individuals and families build, protect, and transfer wealth with purpose. Whether you’re just starting out, navigating change, or preparing for the next generation, we’re here to help you move forward with confidence.
Our Process
This isn’t just about finances—it’s about your life, your values, and the people you care about most. Our process is rooted in trust and built on relationships. We take the time to understand what matters to you so we can help you plan with purpose, protect what you’ve built, and leave a legacy that lasts.
Evaluate
We start by getting to know you—your values, priorities, and vision for the future. This includes a clear review of your current financial picture to identify any gaps or vulnerabilities.
Design
Based on your goals, we create a personalized plan that reflects where you are today and where you want to be. Every recommendation is aligned with your life stage, risk comfort, and long-term vision.
Implement
With your approval, we take action. Whether it’s setting up insurance coverage, opening investment accounts, or funding education plans, we handle the details to keep things simple for you.
Adapt
Life doesn’t stand still—and neither should your plan. We stay in touch to revisit and adjust your strategy over time, helping you stay on track through every milestone and transition.
