FINANCIAL PLANNING

Transform your financial resources into a coordinated action plan to reach your goals. Monitor and adjust over time for an enhanced wealth management experience.

SERVICES INCLUDE:

  • Financial Organization and Documentation 

  • Probability of success stress testing and “what-if” scenario planning

  • Cash Flow, Budgeting, and Reserve Planning

  • Debt Management

  • Goals Assessment and Prioritization

  • Savings and Investment Rate Recommendations 

  • Social Security Optimization

  • Charitable Giving Planning

  • Psychology of Wealth & Decision-Making Strategies

  • Open Enrollment Assistance (Medicare, employer benefits, private insurance)

  • Portfolio Distribution Strategies

  • Education and College Planning

  • Wealth Transfer - Estate Planning, asset titling, gifting, gift and estate tax mitigation

  • Insurance – life insurance, disability insurance, long-term care. 

  • Real estate and liabilities- analysis, education, tracking

What you can expect from us

Should you choose to meet with our team at Mackeson Advisory, we want you to experience the difference firsthand. We take three meetings to help define your life goals, gain a better understanding of where you're at now and design a plan for going forward. Our initial meetings are always confidential and complimentary. 

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    AMBASSADOR CALL

    No strings attached. We'll simply have a quick call to learn more about you, your priorities, assess if we can add value to your financial picture and to gauge potential fit.

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    INITIAL MEETING

    We'll spend 90-minutes together going through our honest conversation, a behavioral finance exercise to determine what's most important to you and gather data to build your financial plan. 

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    CUSTOM PLAN DESIGN

    With a clear understanding of your aspirations, priorities and goals, our guides will curate a plan. After, we'll take 60-minutes to walk you through your roadmap and gather feedback to make any adjustments

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    RECOMMENDATIONS

    Our advisors will meet with you a final time to share actionable recommendations for your portfolio based off priority and tailor-made to your unique circumstances. 

Let’s Talk

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