Our Services

McGuire Capital offers a full suite of financial services for people of all economic strata. From helping individual investors, business owners and professionals, retirees and more, our advisors specialize in aligning every area of your financial life. Whatever you may hope to achieve, we’ll help ensure your portfolio works in unison so you can fulfill your most valued goals. In addition to our robust menu of services, we are proud to offer The Wall Street Club, our monthly investment advice newsletter. Along with month-to-month updates on both domestic and international economic trends, the Wall Street Club contains thorough business analysis, sector rotation and local advice from an array of financial professionals, including CPAs, attorneys and tax professionals.

It all starts with your call or email to us.  (405) 760-5863 or [email protected]

Then an appoinment, either in person at your home or our office, usually comes next. 

We believe in getting to know you. Before a plan for your financial portfolio can be created, we must first understand you and your unique life and goals. 

We are conservative as a firm, and believe in teaching and having our clients understand fully all the investment choices available to them.  

McGuire Capital is a Registered Investment Advisory Firm, Registered with the State of Oklahoma.  We are a fee based firm and do not charge commissions. Our clients are able to buy and sell securities without paying commissions.  Call us today with any questions.  We want to be your financial guru!

Things all investors need to consider:

 

Risk Management 

We help create a plan to help protect your assets from the risk of an unexpected financial hardship.  Preservation of Income is always on our mind. 

A list of the things we consider for you. 

• Long Term Care
• Disability
• Loss of Health
• Loss of Life
• Caring for a loved one 

Estate Planning

We create a plan that manages your wealth and we work with your attorney, accountant, and other key people in your life.  

• Asset preservation
• Investment accumulation
• Portfolio allocation
• Eventual wealth distribution

Cash Management 

• Money Market Accounts
• Margin Accounts 
• Assets that mature within 12 months 

Retirement Planning

• 401(k) Consulting with you on your current options
• Establishing a 401(k) for you 
• IRAs
• Retirement investment vehicles that offer guaranteed life time income and death benefits 
• Roths
• SEPs

Tax Strategies 

We work hand and hand with your CPA / Accountant 

• Evaluating your personal tax situation 
• Mandatory distributions
• Tax-deferred investments
• Tax Free investments

Asset Allocation

As part of any well thought out plan one should always take advantage of diversification 

• Stocks, Bonds, Cash, Commodities, and all the various derivates of the this group
• Evaluate your Risk Tolerance
• Consider your time Horizon 
• Create the appropriate percentage allocation of your investment dollars in each investment vehicle 

 

Subscribe to Newsletter