• Comprehensive Financial Planning

    Find out what it will take to accomplish your goals. Retire on your own terms. Send your children to the best colleges. The Advisors at McCann Asset Management can develop a holistic financial plan that is custom made just for you and your life.

    Learn more

    Call or click now to schedule a time to talk about your financial plan.

  • Our 6-Step Process

    We have a pattern to our thinking; a process that allows us to stop and think about the ramifications before we make a recommendation. Our strategic and powerful McCann Asset Management Six Step Process will provide you with your personalized financial strategy. It is our commitment to your future.

    1 - Establish

    Determines if our business model and method is a good fit with you and your needs.

    2 - Evaluate

    Helps you to clarify your goals and objectives and clearly communicate them to us.

    3 - Optimize

    Evaluates your current practices and progress towards achieving your goals & provides insight into best practices.

    4 - Develop

    We work with you to create a customized plan of action to help you meet your financial goals.

    5 - Implement

    We provide you with information, including disclosure of fees and risk, so you can be confident with the strategy.

    6 - Keep

    We monitor your investments, report progress and make suggestions on a periodic basis according to your needs.

Securities offered through OneAmerica Securities, Inc., a Registered Investment Advisor, Member FINRA, SIPC. McCann Asset Management is not an affiliate of OneAmerica Securities, Inc., or AUL and is not a Broker-Dealer or Registered Investment Advisor.

McCann Asset Management has representatives that are licensed and authorized to conduct life insurance business in California (Lic#0B39636). McCann Asset Management also has representatives that are licensed and authorized to conduct securities related business in CA, CO, FL, IA, IN, NV, OR, TX, UT, and VA. This website is in no way to be construed as an offer for the sale of insurance or securities products in unauthorized states or countries. Not affiliated with or endorsed by the Social Security Administration, the Centers for Medicare & Medicaid Services, or any governmental agency. Neither McCann Asset Management, AUL, OneAmerica Securities nor their representatives provide tax or legal advice. For answers to specific questions and before making any decisions please consult a qualified attorney or tax advisor. Guarantees are subject to the claims paying ability of the issuing insurance company. All numerical examples are hypothetical and were used for explanatory purposes only. Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice.

McCann Asset Management © 2018. All Rights Reserved.