We have a fine-tuned set of procedures to ensure that we are proactive and integrated in our delivery of financial services. First we listen to you as you describe your business and personal situation. Then we conduct our Client Situation Review, a comprehensive analysis and documentation of your corporate and personal financial life. As part of this review we evaluate the extent of the integration of your personal, business and future tax plans. We can also perform a Strategic Tax Review to identify potential tax minimization opportunities.
Once we understand the big picture and we’ve identified your priorities, we develop an Integrated Financial Plan that guides us as we support you in the achievement of your goals. We build a team of specialists that will deliver, monitor and revise, as necessary, to make sure our services are getting results. Throughout it all we communicate with you, obtaining your feedback, input and agreement.
This process is just one of the reasons why you can count on McLarty & Co to deliver on its
commitment to Value Beyond Service®. Professionals who can see and analyze your financial ‘big picture’ are our team leaders. We have excellent in-house technical expertise plus we have a network of proven, external experts. Our infrastructure and processes have been perfected with 25 years of experience. Most importantly we have the commitment and discipline to keep the ball rolling on every aspect of the plan.