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Muncaster Summer 2024
Muncaster Financial Group has experienced continued growth in both our comprehensive planning and retirement plan services. We continue to pursue opportunities that allow us to better serve you and our community. In this edition, we are pleased to share some of the key activities and insights that have shaped our summer.
Muncaster Spring 2024
As the season of renewal unfolds, we're excited to share with you the vibrant happenings at Muncaster Financial Group. From engaging networking to community events, we've seized the opportunities to blossom both personally and professionally. Click below for more...
Potential Successors Already in Your Organization
There was such a great response to last month’s newsletter article that we wanted to take a deeper dive into succession planning over the next couple of months. This month’s topic covers how to identify and develop prospective future successors for your...
Succession Planning
Seldom will you find a group of people that work harder and longer hours than small-business owners. From servicing clients to submitting that bid on a new job, to making payroll, there is seemingly always one more thing to do each day before leaving work. ...
Richard Muncaster Honored as Cambridge Leaders Club Qualifier
We’re honored to announce our president, Richard Muncaster, has been named a qualifier of Cambridge Investment Research, Inc.’s (Cambridge) Leaders Club, an honor reserved for financial professionals who display exceptional dedication to their clients while upholding...
Estate Planning Introduction
As a business owner, it is important to plan for the future of your company. Over the next couple of months, the team at Muncaster Financial Group will be releasing newsletter articles discussing crucial financial planning topics centering around estate planning and...
In-Depth Look at the Energy Efficient Home Tax Credit
Section 45L Energy Efficient Home Credit was established by the Energy Policy Act of 2005, and allows eligible developers to claim a tax credit for each dwelling unit. Both single-family homebuilders and multi-family developers can benefit from the 45L Credit. The...
Torch Award
We're honored to be recipients of the 2022 BBB Torch Awards for Ethics! We were presented this award at the BBB's gala on November 3rd at the Hilton Greenville. This award embodies BBB’s mission of advancing business trust and honors organizations whose leaders focus...
Thomas Simmons Selected for Best & Brightest 35 and Under
We’re proud to announce that our very own Thomas Simmons has been selected as an honoree for Greenville Business Magazine’s Best & Brightest 35 and Under! Here’s what Thomas had to say to GBM: “After beginning my career as a CPA with Elliott Davis, I now lead the...
Welcome to the team, Bryan!
We want to say welcome to our newest team member, Bryan Newton. As a Private Wealth Associate, Bryan supports the lead advisors with designing comprehensive financial plans for individuals and families, participating in client meetings, performing client services, and...