The Macke Edge

Macke Financial Advisory Group as a member of The National Association of Personal Financial Advisors, (NAPFA) adheres to a higher Fiduciary Standard and always acts in the client’s best interest. We are not stock brokers or registered representatives that are paid for their services by getting commissions on the financial products that are recommended to the client. We are only paid by the client according to an agreement that describes our services and compensation before any engagement begins. This fee-only compensation eliminates potential conflicts of interest which are inherent in commission based services.

Not only do you have the Macke Team working for you, we also work with a variety of other financial businesses such as CPAs, Insurance Companies and Attorneys. These relationships have been built on mutual respect and trust and we never pay or receive referral fees for mutual clients.

Working with major investment companies, such as TD Ameritrade and The Vanguard Group, give our clients a wide variety of investment options. We also have the resources for many types of alternative investments in commodities, real estate and the futures markets. Having such a wide variety of investment options can best help you obtain your financial goals.

Another advantage for you is that as a NAPFA advisor, we are required to receive more continuing education than other Certified Financial Planners.  This helps keep us current in today's financial world.
 

Our Ideal Client

First and foremost, we have clients that we genuinely like to work with. This inspires each of us to have a personal responsibility in being their trusted financial advisor. Our clients have a wide variety of financial knowledge and come from many walks of life.

Some clients have little experience in the financial world but understand the importance of the well-being of their investments and how they can plan for retirement or other future events. Other clients may have advanced knowledge of capital management but simply do not have the time to manage their own portfolios. This client may want to delegate certain tasks to the planner that simply are not in their allotted time budget.

All of our clients must be motivated to better their financial standing and willing to participate in the on-going art of capital management. We will be providing advice with the best interest of the client and to fully appreciate this process, consistent communication is critical. We have found the use of technologies that allow for real time displays of personal financial information and electronic communications is a must in today’s environment.
 

Our Approach

  Initial Meeting

We provide an initial consultation free of charge to a prospective client. In this meeting we begin to learn about the client’s needs and type of services they are looking for. The client gets to know more about Macke Financial and what they can expect from us.

  Data Gathering and Engagement Letter

After the initial meeting, the client completes the Macke planning packet and gathers the necessary data. From this information we develop a letter of engagement for the preparation of a financial plan. This engagement letter outlines what will be accomplished in the planning process and what your cost will be to have it completed. We feel it is extremely important to have this plan in place as it will be used as a roadmap for future financial decisions.

  Financial Planning

Using the information gathered from you, we will do a thorough analysis of your current situation and projections of your financial future according to your goals. Areas that we can address in you plan includes:

          Life Planning
          Goal Setting
          Estate Planning
          Tax Planning
          Investment Recommendations and Planning
          Risk Management
          Education Expense Planning

  Implementation

We will help prioritize your goals and implement changes that need to be made as a result of the financial plan.

  Become an Advisory Client

After the plan is complete you could become an advisory client. This will give you continued resources for following your planning goals. You will also be given access to our client portal for up to date investment account information and a document vault for personal documents.
Most importantly becoming an advisory client gives you continued monitoring of your investments. You will also have access to alternative investments that may not be available to you with other firms.
 

How to Get Started

If you are interested in the services of Macke Financial Advisory Group, please call 239.275.1122 for your complimentary initial consultation.  Click here to contact us via email or for our contact information.

To expedite the process, You may download our Planning Packet (PDF) and fill it out at your convenience.