Taxes

• Tax Planning
  Estate tax planning Estate tax planning is very important to preserving your wealth for future generations. Knowing your potential estate tax liability is a great place to start your estate tax plan. Use this calculator to project the value of your estate, and the associated estate tax, for the next 10 years. This calculator uses the rules passed into law as part of the "American Taxpayer Relief Act of 2012." Please be aware that certain estate planning documents, which are beyond the scope of this calculator, may be necessary in order for assets to be distributed according to your wishes.
• Charitable Giving
• Roth IRA
  A: The advisors at Early McClintic & McMillan offer a comprehensive line of retirement plans for individuals and businesses, such as traditional and Roth IRAs, SEP and SIMPLE IRAs, 403(b)s, pension and profit sharing plans and 401(k) plans, as well as custom retirement plans. Based upon our widespread experience and expertise in working with most types of retirement plans, and with the benefit of the support of Raymond James retirement professionals, we can help you select a suitable retirement plan for your personal or business situation.
• Income Tax
  Income Tax Return Information Support** – Limited assistance in compiling the pertinent tax information related to your investment portfolio in order to provide you and/or your accountant with the data necessary to file a complete and accurate return.
• Capital Gains Taxes
  The S&P 500 is an unmanaged index of 500 widely held stocks. It is not possible to invest directly in an index. The performance mentioned does not include fees and charges which would reduce an investor’s returns. While interest on municipal bonds is generally exempt from federal income tax, it may be subject to the federal alternative minimum tax, or state or local taxes. Profits and losses on federally tax-exempt bonds may be subject to capital gains tax treatment. Fixed income risks include, but are not limited to, changes in interest rates, liquidity, credit quality, volatility, and duration.

Investment

• Investment Management
  At Early McClintic & McMillan, we believe it’s our job to look out for our clients – the same way we’d look out for our friends and neighbors, the same way they’d look out for us. And we do that by providing financial guidance and investment planning that’s both focused on the future and grounded in the day-to-day, helping you take life as it comes, while building toward the future you’ve always wanted.
• Mutual Funds
  Investment Evaluation, Selection and Management – Identify, evaluate, select and monitor underlying investments (e.g., stocks, bonds, mutual funds, etc.) appropriate for your lifetime investment plan and resulting asset allocation targets.
• Bonds
• Wealth Management
  More important, you’ll benefit from the result of all those lessons: an approach to financial planning and wealth management that is conservative, collaborative and wholly focused on your life, your family and your future.

Accounting

• Accounting Services

Planning

• Financial Planning
  For our wide range of clients, we offer a wide range of financial planning and investment services. We can do the same for you.
• Retirement Planning
  David Huddleston pursued a career in the financial services industry because of the unique opportunity the profession offers to develop lifelong relationships with his fellow Houstonians. A natural communicator and curious by nature, David enjoys getting to know his clients while seeking to serve them as a trusted advisor. Long term investing can be intimidating, and David works with the other professionals at Early McClintic & McMillan to create and maintain custom investment plans based upon his clients’ individual/family goals and comfort with risk. David believes that anything is achievable with hard work, dedication and discipline. Long term investing and retirement planning is no exception. He became partner at Early McClintic & McMillan in 2021.
• Annuities
  You can further strengthen your protection from inflation by including annuities with COLAs in your portfolio. Annuities are insurance contracts that pay out invested funds in defined, guaranteed monthly payments in the future (regardless of how the market is doing). When you choose an annuity, you can select one that includes a COLA to further strengthen this guaranteed source of income. Guarantees are based on the paying ability of the issuer.
• Long Term Care
  Long-term care calculator Long-term care is needed by those who can't perform the basic tasks required to take care of themselves. This can include people suffering from a debilitating illness or chronic injury. The need for long-term care can arise unexpectedly, often creating a large financial burden. This calculator can help you determine if you are financially prepared for this impending expense.
• Asset Management
  Asset allocation and diversification do not guarantee a profit nor protect against loss. Small-cap and mid- cap securities generally involve greater risks. International investing involves additional risks such as currency fluctuations, differing financial accounting standards, and possible political and economic instability. Some restrictions may apply.
• Living Trusts
  A: Yes, Raymond James Trust Company, a full-service trust company and affiliate of Raymond James Financial Services, offers a complete range of personal trust services, including custody and safekeeping services, account management for wills and living trusts, concierge trust services for lifestyle management and life care assistance, irrevocable life insurance trusts, estate settlement services, and specialized trust services on case-by-case basis.
• College Funding