Services
Strategic Financial Planning Services
We want to help everyone achieve their financial goals, no matter how big. This is why we don't require an account minimum or certain income level—what you have to invest isn't important. What's important is what you hope to achieve in life, and we will be with you every step of the way.
What We Do?
We follow these three steps to success: first, we manage risk; second, we buy quality; third, and only then do we provide a reasonable return. Our Process
Step: 1
Book a meeting
with you to find out about your personal conditions and requirements.
Step: 2
Sign an agreement
and get all the necessary paperwork to provide quality financial advice.
Step: 3
Start the transfer process
to get all your investments in one place.
Step: 4
Commence with the strategy
that you understand and agree to.
Investment Philosophy
At Mowery Capital Management, we think that the point of having an investment portfolio is to finance future and/or present objectives. Moreover, even investment and economic ”experts” with access to the same information can come to different conclusions regarding market predictions. A diversified, well-balanced portfolio is usually the best way to go about achieving your long-term financial goals. This has been our experience, and we believe it wholeheartedly.
Estate Planning Experts Serving Plano, Frisco, McKinney and Beyond
Without an estate plan, your family could spend years in court and rack up thousands of dollars in probate and attorney fees. Plus, the government could tax your estate heavily, leaving little for your loved ones. At Mowery Capital Management, we understand that making decisions about your estate can be difficult. We work with our clients and their families to develop a plan that minimizes estate taxes and protects assets. We review the plan on a regular basis to make sure it continues to meet your objectives.
Estate Planning
Investment/Risk Management
Strategic Risk and Investment Management
At Mowery Capital Management, we believe that a strategic and disciplined approach is essential to risk and investment management.
Strategic Allocation
Among our main investable assets, such as stocks, bonds, and ETFs (Electronic Trade Funds), there will be growth-, value or market index approaches to investing.
Mowery Capital Management Investment Mix
MCM uses a mix of the vehicles of U.S. listed Common Stock, Fixed Income, and ETF’s to create value and lower risk for our clients.
Listed Equities, Common Stock
This strategy involves rotating between different asset classes and sectors among U.S. listed securities.
Fixed Income (Bonds)
Further asset diversification for current income needs and safety of principle by using high-quality fixed-income instruments such as Bonds.
ETF’s
When necessary, we utilize a variety of ETF funds in order to achieve desired levels of diversity.
Mowery Capital Management Portfolio Selection
- The General Market Environment – We will be responsible for managing and investing our clients' money into assets that grow in value when the market changes.
- Investment Style – Mowery Capital Management’s investment approach and business culture are best described by transparency, consistency, risk-control measures, and repeatability.
- Equity Selection Strategy and Criteria – Mowery Capital Management primarily invests in U.S large cap stocks that have the potential to generate cash flow dividends and have positive earnings growth.
- Reporting – Our clients will get a monthly report that showcases any progress we've made and what occurred within the past quarter.
- Caution – It is important to note that the value of any investment can rise or fall; past performance is not indicative of future results. All investing has risks.
Retirement Planning in North Texas: McKinney, Frisco, Dallas & Beyond
As you manage life's looming transitions—retirement, divorce, or the death of a loved one—it is more important than ever to have a qualified financial advisor by your side. The advisors at Mowery Capital Management use time-tested strategies to help secure our clients' finances during stressful and confusing times.
What to think about when planning for retirement:
- What does retirement look like in your mind?
- Know your health.
- Determine when to collect Social Security.
- Maintain your social network.
- Decide if you want or need to work to supplement retirement.
- Create a budget.
- Prepare for the unexpected.
- If you're prepared to work on these issues, Mowery Capital Management is always here to help with services like retirement planning, estate planning, and financial investment strategy. Get in touch with Mowery Capital now so we can get started.
Retirement Planning
OVER 30 YEARS OF PROVEN
STRATEGIC INVESTMENT SUCCESS
- MANAGE RISK FIRST
- PROVIDE REASONABLE RETURN
- BUY QUALITY