- -Estate Planning
- -Comprehensive Financial Planning
- -Retirement Planning
- -College Planning
- -Charitable Planning
- -Other Financial Planning
- -Tax Planning
Funds Used With Clients
Firm Client types
|Mcclurg Capital Corporation||23 years, 3 months||Jul 1996 - Present|
|Self-Employed||23 years, 9 months||Jan 1996 - Present|
|Itt Life Ins. Corp.||37 years, 9 months||Jan 1982 - Present|
Designations & Memberships
Financial Planning AssociationMembershipThe Financial Planning Association (FPA®) is the largest membership organization for personal financial planning experts in the U.S. and includes professionals from all backgrounds and business models. We help connect thousands of consumers to competent and ethical planners who uphold the FPA Standard of Care.
Certified Financial PlannerDesignationA standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.
Chartered Financial ConsultantDesignationInvididuals holding this designation understand the fundamentals of financial planning, including income tax, insurance, investment and estate planning.
Chartered Life UnderwriterDesignationA prestigious certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.
Articles and Answers
Insights by Jesse Dogillo
How Can I Control the Distribution of My Estate?
Published 2012-07-13 16:00:14
What Is a Self-Employed Retirement Plan?
Published 2012-06-05 17:16:07
What Is the Most Tax-Efficient Way to Take a Distribution from a Retirement Plan?
Published 2012-06-04 15:03:38
Licenses & Conducts
Mcclurg Capital Corporation
$78.2MTotal Assets Under Management
N/ATotal Assets Under Advisement
$646.1KEstimated Average Account Balance
Types of Compensation Arrangements
- Percentage Of Assets
- Hourly Charges