Our Process
We developed a process that allows us to get to know and understand your needs, wants, dreams, worries, and goals. We want to help you develop, implement, and monitor a strategy that is tailored for you. No single strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
We understand the challenges families face today. Navigating your financial life can create stress. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. We have a team that is committed to utilizing all of our resources to help you pursue your goals. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.
Our History
McMahan Financial at its core is a family business. Started in 1984, Michael McMahan started working with individuals and business to help them achieve their dreams. In 1999 David joined the family business and began a decades long journey of assisting those same clients and their children continue on their family legacies. Anna McMahan Houser joined in 2014 and together David and Anna are at the core of the culture and service standards that defines McMahan Financial. Over the years, they added additional team members to round out a broad and deep group of financial professionals who have a passion around working with and helping clients.