Philip D. McMullin, RIA, Financial and Insurance Advisor
McMullin, Stone & Associates, Fayetteville, Ga.
1. What is your primary advisory specialty, or the focus of your practice?
High-net-worth financial planning for clients 55 and over, plus tax controlled unwinding of IRAs and annuities.
2. What are the biggest challenges facing you in this market, and how are you addressing them?
The ability to convince my clients and their children of the value of this process, in order to minimize the tax effect on next generation and beyond.