Richard E. McDaniel, Financial Advisor

Membership Team

Cathy-mitchell

Cathy Mitchell

I have been serving our clients income protection needs with the use of insurance since 2008. My pledge to you is to be there when you need me, to listen and offer strategies based on your needs. To help you make informed decisions year after year. And to help you pursue your financial goals.

Cathy Mitchell
CA Insurance Lic. No 0G17766
(925) 798-8455 office
707-384-5564 cell
cathy.mitchell@mutualofomaha.com

Rich-McDanielAs your financial advisor, I can help you pursue your dreams and with the use of insurance products, help you protect them once they come true.

My name is Rich McDaniel and I am a resident of Brentwood and have lived in East County since 1989. I have been a member of the Antioch Chamber of Commerce since 1990 and I am also a member of the Brentwood Chamber of Commerce. I belong to the Rotary Club of the Delta and enjoy playing Saxophone in the Brentwood Big Band. My wife Mary and I have been married since 1978 and have two grown children.

Professional Information:
As your licensed insurance agent, I pledge to be here when you need me. To listen, to offer strategies based on your needs, to be a lifetime resource for you, to help you make informed decisions year after year, and to help you pursue your dreams.

I believe people choose to collaborate with our firm because I serve as a source of meaningful strategies to their financial concerns and dreams and I serve as an advisor who can guide them along the way.

I strive to provide value to our clients by working with a team of companies that offer a multitude of services to customize strategies to meet their financial goals.

At McDaniel Financial Services, I can help you with Individual Planning and Business Planning.

Individual Planning includes:

  • Risk Management (Life, Disability, Long-Term Care and Health Insurance Plans)
  • Capital Accumulation and Investments
  • Retirement Planning and Income
  • Distribution (Tax Qualified/Non-Qualified)
  • Estate Planning (Estate Planning Strategies)
  • 401(K) Roll-overs and IRA Accounts

Business Planning includes:

  • Qualified Retirement Plans (401(K), Defined Benefit, simple IRA’s, etc.)
  • Business Distribution Planning (Buy/Sell Agreements)
  • Executive Fringe Benefit Packages
  • Key Person Coverage
  • Group Insurance Planning (Health, Life, Disability, Dental, Vision, etc.)
  • Salary Continuation Planning
Some of the products I am licensed to provide
  • Life Insurance (Term, Permanent and Variable)
  • Disability Insurance
  • Critical Illness Insurance
  • Long-Term Care Insurance
  • Medicare Supplemental Plans
  • Annuities (Fixed, Indexed and Variable)
  • Mutual Funds and Managed Accounts
  • Pension Plans and 401(K)
  • Individual Retirement Accounts
  • Individual Health Insurance
Employee Benefit Plans
  • Group Health, Life, Disability, Dental and Vision Plans
  • Voluntary Dental, Life, Disability, Long-Term Care Plans.
  • Executive Bonus Plans
  • Buy/sell Agreements
  • Key Person Life Insurance
  • 401(K) and Retirement Planning

Securities offered through Mutual of Omaha Investor Services, Inc., A Registered Broker/Dealer Member. FINRA/ SIPC. Richard McDaniel, Registered Representative. Advisory Services offered through Mutual of Omaha Investor Services, Inc., a SEC Registered Investment Advisory Firm. Richard McDaniel, Investment Advisor Representative. McDaniel Financial Services and Mutual of Omaha Investor Services, Inc., are not affiliated. The information provided is general in nature. It has been obtained from sources believed to be reliable, but no warranty is made as to its accuracy, timeliness or completeness. The information is not intended, and should not be construed as legal, tax or investment advice, or a legal opinion. Consult with your legal, tax or investment professional before taking any action based on this information. This is not an offer of solicitation in any jurisdiction where we are not authorized to do business.