McDaniel Wealth Management PLLC

Home

About Us

	What We Do
	Our Mission Statement
	Our Team
	Our Firm
	Our Locations
	Secure Drawer
	Client Events
	Professional Money Management
	Tell A Friend
	Team Bios
	Access Your Fund Family Accounts
	Our Vision
	eFile Cabinet Document Management

Learning Center

	Calculators
	Newsletters
	Glossary
	Tax Library

Market Watch

	Detailed Quote
	Symbol Lookup
	Multi Quote
	Markets at a Glance
	Charting
	Portfolio

Financial Planning
Investments*
Retirement Planning
College Planning
Estate Planning
Rollovers

Tax Planning and Preparation

Individual Taxes

Business Taxes

Gift and Estate Taxes

Payroll and Sales Taxes

Trust and Fiduciary Taxes

Insurance

Fixed and Variable Annuities

Life Insurance

Health Insurance

Disability Insurance

Long-term Care Insurance

Business Services

Small Business Accounting Services

Bookkeeping and Payroll

Employee Benefits

401(k) and Company Retirement Plans

Succession Planning

Advanced Office Solutions
Electronic Document Management
Secure Online Client Portal
Secure Data Transfer
Secure Offsite Backup

Tim McDaniel is a registered representative registered to transact business with clients in CA, FL, IN, KY, NY, OH, TN, TX VA. He is advisory licensed in the following states: CA, FL, KY, MS, NY, NC, OH, SC, TN, TX, VA and is also an insurance agent licensed in KY. If you are not a resident of the states noted above, all investment-related information on this site is for informational purposes only and does not constitute a solicitation or offer to sell securities or insurance services over the internet.

Securities offered through H.D. Vest Investment ServicesSM, Member: SIPC, Advisory Services offered through H.D. Vest Advisory Services SM, 6333 North State Highway 161, Fourth Floor, Irving, TX 75038, 972-870-6000. Investments & Insurance Products are not insured by the FDIC or any federal government agency and are not deposits of or guaranteed by the bank or any bank affiliate. May lose Value.

McDaniel Wealth Management PLLC is not a registered broker/dealer or independent investment advisory firm.