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2001 East 70th Street
Suite 407
Shreveport, LA 71105


JT & Ernie McDaniel

(318) 798-9022

Bridging the Confidence Gap Tuning Your Social Security Benefit Saving for College 101 The Latte Lie and Other Myths

We create strategies for lifestyle continuation after you retire. Our mission is to empower you to live on your own terms: both before and during retirement. And we will help you define just what that means to you. 

With over forty-two years of professional experience, McDaniel Financial has a track record for outstanding service and reliability.

Call or click today to improve your todays and your tomorrows.

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(318) 798-9022

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We create strategies tailored to your goals.

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Without any conflicts of interest we put your needs first.

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We enjoy building trusted relationships that span generations.

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Helpful Content

Four Great, Unexpected Places to Raise a Family

Four Great, Unexpected Places to Raise a Family

Here are 4 great, and sometimes unexpected, places to raise a family.

Your DNA Test

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

Trends in Charitable Giving

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.


Thinking of Retiring Abroad?

However exciting retiring abroad may sound, it deserves considerable planning.

Money Draining Food Myths

These food myths will really put a drain on your wallet.

Putting a Price Tag On Your Health

Being healthy not only makes you feel good, it may also help you financially.

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

Good Health is Good Business

Good employee health can be great for the company’s bottom line.

Planning for the Expected

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

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Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Doubling Your Money

This calculator demonstrates the power of compound interest.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

The New Wild West: Bitcoin

Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

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