McGowan and Associates
Marshall West McGowan
Wealth Management Advisor|CLU®, ChFC®, CFP®
Our Clients
We partner with executives, medical professionals, and retirees who work hard, dream big, and focus on what’s possible. They’re committed to their careers, families, health, and legacy—not just building wealth, but truly enjoying it. Like them, we believe financial success is about more than accumulation; it’s about creating a future full of possibilities.
If that sounds like you, welcome. You’re right where you need to be.
Partners & Executives
- How can I balance growing my wealth with actually enjoying it?
- What strategies can I use to minimize taxes on my income and investments?
- How do I turn my success into a lasting legacy?
- What’s the best way to structure my financial plan so I’m not just relying on my investments?
Retirees & Pre-Retirees
- How can I make sure my money lasts throughout retirement?
- What’s the best way to withdraw from my accounts to minimize taxes?
- How do I protect my wealth while still enjoying it?
- What’s the smartest way to leave a financial legacy for my family or a cause I care about?
Medical Professionals
- How can I manage my high income while minimizing taxes?
- How do I balance paying off medical school debt with investing for the future?
- What’s the best way to protect my income and assets from lawsuits or disability?
- How can I ensure financial independence despite the challenges of a demanding career?
NFLPA Members
- How can I make the most of my NFL earnings for long-term financial security?
- What’s the best way to manage sudden wealth and avoid common financial pitfalls?
- How can I create a comprehensive estate plan to protect my family and legacy?
- How do I navigate financial planning for life after football?