A Winning Strategy
THE MCNAIR ASSET PLANNING PARTNERSHIP™
McNair & Company, Inc. delivers its services and products to you in four distinct phases. Phases I and II are investigative and advisory in nature. Phases III and IV specify and execute financial product purchases.
This model enables you to track the progress of our work together, and ultimately helps you to make decisions you are most comfortable with regarding your financial affairs. The chart is a description of MAPP’s four phases.
PHASE I – INVESTIGATION
McNair & Company helps you identify and articulate personal, family, business and retirement goals by asking questions that prompt examination of pertinent financial issues and facts. This examination enables you, and subsequently McNair & Company, Inc., to better understand your current financial situation and to assess where you are in relationship to your goals. In many cases, and always with your consent, McNair & Company will meet with your accountants, attorneys, financial planners or business partners to gain a broader understanding of your needs and to obtain the financial documents and reports required to conduct a thorough analysis.
Thorough understanding leads to exceptional solutions.
PHASE II – ASSESSMENT & STRATEGY
McNair & Company uses the information obtained in the Discovery Phase to conduct an analysis of six aspects of your financial profile: 1) Protection of Assets, 2) Savings of Assets, 3) Growth of Assets, 4) Transfer of Assets, 5) Cash Flow, and 6) Debt Structure. In analyzing these areas, McNair & Company often relies on the best available outside counsel in the fields of finance, legal and accounting so that it can ultimately provide you with a strategic direction that may help you realize your financial goals.
PHASE III – TACTICAL
McNair & Company defines the strategic direction recommended in the Assessment Phase by providing you with specific product options that support the general strategy. All products we recommend are issued by the highest-rated financial institutions and ideally have three features in common: 1) Tax-favored Accumulation and/or Distribution, 2) Flexibility and 3) Portability. Each product option is presented with a cost/benefit analysis enabling you to select the products you feel most comfortable purchasing. For public companies and associations, where board approval is necessary, McNair & Company, Inc. provides tactical recommendations to all decision makers.
Strategy is the blueprint; tactics are the bricks and mortar.
PHASE IV – IMPLEMENTATION
At this point, you choose the products and services you would like to add to your risk management, benefits and investment portfolio from the list of options provided in the Tactical Phase. McNair & Company will work closely with you and all of your other advisors to execute all documentation and provide a detailed summary of all actions taken. By using MAPP™ as a planning and implementation tool, you can make confident decisions based on useful and credible information. McNair & Company is not a captive insurance or investment group – we represent clients, not insurance or investment companies. We will always give you several options from which to choose and let you be the master of your financial future.
A printable version of the four phases is available Here