President - Certified Financial Planner®
Current“Think Local, Think McCaskill” These are words we truly believe in. Here at McCaskill Financial we believe very deeply in being immersed in the Frederick community and providing a resource to its residents and the surrounding areas. We focus on the comprehensive financial planning process to address all of our client’s investment and planning needs. We hope to create a simple and concise roadmap for investors to follow to help achieve their personal financial goals. As an independent firm, we offer a personalized financial strategy, not a generic investment program. Individual portfolios will be based on the client's unique situation, their attitudes, risk tolerances, and goals. It will be designed to account for change, both in the market and in the client's personal life, so that it can work with them and for them through every stage of their life. Our approach to investing is straightforward. Our focus is on becoming a partner in building the future our clients desire. As we work together, we will thoroughly explain the investment strategies that are recommended, so that we will all be fully comfortable with all aspects of the investment portfolio. Every decision we make will be focused on achieving the results our clients desire. Our mission is to help our clients achieve financial independence through professional advice, sound risk management, quality investment products, and personal, efficient service.
