Our Clients
At Macke Financial, empathy is our guide. We emphasize quality over quantity. Our clients feel valued and understood.
Macke Financial Advisory Group adheres to the Fiduciary Standard - meaning we always put you first. We are not stock brokers or registered representatives that are paid by commissions on investments, annuities, or insurance policies offered to the client.
Our comprehensive suite of ongoing services is included in a simple and transparent quarterly advisory fee, which is based on a percentage of your total assets under our management (AUM). You can find this simplified fee schedule in Item 5 of our annual Form ADV disclosure here.
The Life Wheel
When life is busy, or all your energy is focused on a special project, it’s very easy to find yourself off-balance, not paying enough attention to other important areas of your life. While you need to have drive and focus if you’re going to get things done, taking this too far can lead to frustration and conflict in your relationships.
That’s when it’s time to take a “helicopter view” of your life, so that you can bring things back into balance.
At Macke Financial, we believe in taking a holistic approach to planning so that you can experience genuine fulfilment as you pursue financial independence.