Murdock Financial

Daniel W. Murdock

 

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, 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.

More Calculators →

Newsletters

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For the first time since 1915, the federal government has no law in place to tax large estates when they are transferred to heirs. But will Congress allow the estate tax repeal to stand?

New Year: Check and (Re)balance

Even if people have become jaded about making new year's resolutions, it shouldn't stop them from doing what they need to do to accomplish their financial goals.

An Extra Layer of Protection

Umbrella liability insurance can help protect a family from the financial ruin that a civil liability trial could bring.

Getting the Right Mix

Asset allocation is the process of dividing investment dollars among asset classes that often behave differently in different market cycles.

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