Our Process

While McNair & Company offers a comprehensive array of insurance-based services, strategies and tools for addressing the complex requirements of wealth preservation – how we help you use them is what sets us apart from other advisors in the field.

In the rush of day-to-day business activities, many small business owners may lose sight of what they had originally hoped to accomplish. As your company grows and develops, it’s important to keep your priorities on track so your business activities are consistent with your long-term personal goals and objectives. Drawing upon our decades of experience working with business owners, McNair & Company can help you, in a wide variety of ways, prepare for and plan for business and personal financial success.

Enhancing and Preserving Your Wealth and Security For This Generation and the Next

LEGACY PLANNING

Preserve and Protect Your Life's Work

We believe that estate planning is more than reducing taxes. Proper estate planning preserves and protects the assets you have worked hard to accumulate, and enables you heirs to meet their financial obligations with to detriment to their quality of life.

Our comprehensive estate plans directly address the federal transfer tax system of gift, estate, generation skipping, excise and income taxes. Depending upon your specific needs, our plans include:

• Strategies to reduce estate taxes

• Charitable giving techniques with income tax savings

• Continuation plans for family-owned businesses

In the process of developing your plan, we work closely with your estate planning attorney and may employ sophisticated tools and techniques such as family limited partnerships, living and generation skipping trusts, and many other vehicles of testamentary planning. The result is a plan that preserves your assets after death and increases your family's protected assets.

Transforming Your Life's Work from
Success to Significance

Good financial management is a lot of work—work that sets a good example. For children and grandchildren, there's no substitute for having witnessed the care, thoughtfulness, attention to detail, and discipline that good planning demands.

Too often, families have witness the final breath of a loved one setting into motion costly, avoidable financial consequences. The tragic result is a message that represents a contradiction to a responsible life of hard work.

McNair & Company helps clients transform their life's work from success to true significance...passing value, responsibility, and work stewardship ethics to those they care about. The result? A meaningful legacy that completes the circle...the purpose for which we were put on this earth. 

5 Park Place, Suite 529

Annapolis, MD 21401

Securities offered through Valmark Securities, Inc. Member FINRA/SIPC. Investment advisory services offered through Valmark Advisers, Inc., a SEC Registered Investment Advisor.

130 Springside Drive, Suite 300, Akron, Ohio 44333. (800) 765-5201. McNair & Company is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc.