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McDaniel Wealth Management Welcomes You

INTEGRITY, SERVICE, PERFORMANCE

202 Providence Mine Rd. #202 Nevada City Ca 95959
Phone (530) 478-0326 | Fax (530) 478-0357 | TOLL FREE 1-888-657-0326


From the Desk of Michael McDaniel

(12/30/2008) Maybe it’s the Holidays - I am beginning to feel more optimistic. For starters I am seeing great values on several stocks and bonds. In addition, the stock market seems to have found a bottom near 8,000 on the DOW (join me as I cross my fingers). I look for the market to bounce around between 7,500 and 9,400 on the DOW for the next few months. I plan to start “tip toeing” back into the stocks and bond markets over the next few months. I remain cautiously optimistic.    Michael McDaniel   [view previous Messages from Mike]

Mission Statement: To inspire our clients in making informed decisions through education, communication, and service that exceeds their expectations.

Michael C. McDaniel and Lisa R. Hitchcock, investment professionals with over 31 years of expertise in the areas of tax advantage investing, retirement planning, portfolio analysis, estate planning, long term care, life insurance and asset allocation. We are dedicated to our clients offering investment strategies through hourly retirement planning and fee based asset management through Linsco/Private Ledger.

To insure that our mission is fulfilled, we are accepting new clients by referral only.  We only accept a small number of new clients each year.  Should you direct a friend or family member to our office, PLEASE make sure that they mention your name.  It is a great compliment to you when family members and friends ask for your advice.  I remind you that we take such a service very seriously and promise to keep all information confidential.


 

Michael McDaniel and Lisa Hitchcock are registered representatives with and offering securities
through LPL Financial, Member FINRA/SIPC.
FINRA Website | SIPC Website

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