team@mcmahanfinancial.com

Home
About
Resource Center
Tools
- Glossary
- Tax Resources
Contact

Contact

Office

420 Park Street

Suite 100

Belmont, NC 28012

Phone: 704-865-2900

Mon-Thu: 8:30 AM - 5:00 PM

Fri: 8:30 AM - 4:00 PM

Have A Question?

Name

Email Address

Message

Thank you! Oops!

Contact

Office: 704-865-2900

Fax: 704-861-8835

420 Park Street

Suite 100

Belmont, NC 28012

team@mcmahanfinancial.com

Quick Links

Retirement
Investment
Estate
Insurance
Tax
Money
Lifestyle
Latest Articles
All Videos
All Calculators

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2026 FMG Suite.

Click here to view the firm’s CRS.

Advisory Services offered through AdvisorTrust Partners, LLC. To view AdvisorTrust Partners, LLC., Form CRS.

Advisory services offered through AdvisorTrust Partners, LLC (“AdvisorTrust Partners”) an investment adviser registered with the SEC, DBA McMahan Financial, LLC (“McMahan Financial”). Securities offered through Prospera Financial Services, Inc (“Prospera”), member (FINRA | SIPC ). AdvisorTrust Partners and McMahan Financial are not affiliated with Prospera. Registration does not imply a certain level of skill or training. More information about AdvisorTrust Partners, including its advisory services and fee schedule, can be found in Form ADV Part 2 available here on broker check or available upon request.

The information contained on this website is for general use, and while we believe all information to be reliable and accurate, it is important to remember individual situations may be entirely different. The information provided is not written or intended as tax or legal advice and may not be relied on for purposes of avoiding any Federal tax penalties. Individuals are encouraged to seek advice from their own tax or legal counsel. Individuals involved in the estate planning process should work with an estate planning team, including their own personal legal or tax counsel. Neither the information presented nor any opinion expressed constitutes a representation by us or the purchase or sale of any securities.