Our Services in Frederick MD include:
At McCaskill Financial our primary focus is on developing a finacial plan for your future. We will consider your Lifestyle and Resources and then focus on developing tools through Risk Tolerance, Asset Protection and IRA planning to create your financial plan.
Assets Under Management (AUM) Program:
This program offers the client no-laod mutual funds, individual stocks, annuities and bond management services
Separately Managed Accounts (SMA)
This program is ideal for clients who seek tax efficient portfolios or who wish individual securities with active management
Commission (based) Platform
This program is typicall ideal for those clients just getting started in the investment process, but who wish to invest on a regualr bassis to develop a difersified portfolio
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