“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 you a personalized financial strategy, not a generic investment program. Your individual portfolio will be based on your unique situation, your attitudes, risk tolerances, and goals. It will be designed to account for change, both in the market and in your personal life, so that it can work with you and for you at every stage of your life.
Our approach to investing is straightforward. Our focus is on becoming your partner in building the future you desire. As we work together, we will thoroughly explain the investment strategies that are recommended, so that you'll be fully comfortable with all aspects of your investment portfolio. Every decision we make will be focused on achieving the results you want. Our mission is to help our clients achieve financial independence through professional advice, sound risk management, quality investment products, and personal, efficient service.