McDowell Financial Group is focused on estate and business succession planning strategies for successful individuals and their families. In conjunction with our clients' other trusted advisors, we develop tax efficient strategies to help our clients ensure their financial legacies. As a member of M Financial, McDowell Financial Group is one of a select group of elite firms that benefit from M Financial's unique competitive advantages.


Disclosures: 
Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer and Investment Advisor, Member FINRA/SIPC. McDowell Financial Group is independently owned and operated. 
•	Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. nor its Associated Persons/Affiliates, and have not been reviewed by M Holding Securities as to accuracy or completeness. 
•	This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. 
•	The testimonials/recommendations used may not be representative of the experiences of other clients, and they are not indicative of future performance or success. 

Tom CA Insurance License 0721905
Olivia CA Insurance License 4105843

McDowell Financial Group

Org chart

Teams

Offices