Murdock Financial

Daniel W. Murdock, CFP®

 
Our team exists to help you develop and implement strategies designed to assist you in realizing the financial future that’s most important to you.
 
"Most established and highly successful business owners, executives and professionals have already achieved many goals, but they may still lack confidence in their financial future," says Dan Murdock, CFP®, a senior member of the group.  "They may not have a clear vision or a strategy to achieve their vision.  We can help you develop and implement strategies that may enable you to:
  • Crystallize your vision of your financial future,
  • Organize and coordinate your financial affairs,
  • Define investments and other financial products specific to you needs,
  • Identify and clarify your financial risks,
  • Minimize tax expenditures, and
  • Strengthen your confidence in your financial future.

We use a five stage process.  In stage one, you assess your current situation and set goals, both personal and financial.  Working together in stages two and three, we can help you determine priorities for your financial future, quantify your current situation and bring together a team to assist you in creating your unique financial strategy.  In stage four, we can help you implement your plan with the products and services we offer.  Stage five provides you the opportunity for continual review of your goals.

"We have utilized this process successfully working with our clients during the past fifteen years," Murdock says.  "We help them understand their current situation—both strengths and weaknesses—and assist them in creating a powerful vision for their future.  Then we help our clients look at the roadblocks standing in their way, develop strategies to help overcome them, and review all of the tools—both financial and otherwise—to empower them to achieve their vision."

Calculators

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

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Newsletters

Stay Off the Phishing Hook

In the run-up to this year’s April 15 tax deadline, taxpayers forwarded more than 33,000 phishing scam e-mails to the IRS, causing the agency to put phishing at the top of its annual list of scams of concern to taxpayers.

Take It Year by Year

The Federal Reserve has been cutting interest rates fast and deep. Although not all consumer rates are directly affected by the cuts, they highlight turmoil in the credit markets, rising inflation, and the possibility of slower economic growth.

For Income, Pick Up This Split

A split-annuity strategy can help you begin receiving an income stream that has the potential to last well into the future.

Every Little Bit Helps

IRA catch-up contributions enable investors aged 50 and older to make up ground in saving for retirement, whether they had a late start or just want to sock away more money.

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