Macke Financial strives to be “a firm that society wants to exist.” Through our diverse array of affiliations and service commitments, we impact our community in many ways. Whether serving lower income citizens ready themselves for home ownership, or assisting in the management of trade associations, Macke seeks to be a responsible company and community partner. As part of our effort to embody this ideal, we have developed partnerships with the following organizations.
Todd Macke is a member of NAPFA, the National Association of Personal Financial Advisors. As a member of this organization, Todd is held to strict fiduciary standards of full disclosure, fee-only compensation and always putting a clients best interest first.
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve. Since 1983, Americans across the country have looked to NAPFA for access to financial professionals who meet the highest membership standards for professional competency, client-focused financial planning, and Fee-Only compensation.
This foundation was formed to promote objective financial education to consumers to help them make informed decisions regarding within their financial lives. Todd has been involved with this foundation since 2006.
So many of life’s biggest decisions hinge on financial choices such as our education, careers, homes, major purchases, and retirement. Even our health can be intertwined with our finances. Too many of us feel unnecessary anxiety and stress in these instances because we are not sufficiently knowledgeable about the financial landscape, and our particular best interest. NCEF is focusing on helping consumers with these decisions.
NAPFA, thru the NAPFA Consumer Education Foundation has taken financial education and advice on the road. This nationwide bus tour began in 2009 plans to make stops in 150 to 200 cities to advance this cause. Todd has been deeply involved in the project and hosted the stop in Fort Myers, Florida in March 2010.
The NAPFA Consumer Education Foundation’s (NCEF) is changing lives through pro-bono financial advice. The purpose of the NAPFA Consumer Education Foundation (NCEF) is to empower consumers to achieve positive financial outcomes and to support fee-only financial advisors in providing objective financial guidance to consumers on a pro-bono basis.
Not everyone in the financial services industry is held to this standard.
A CERTIFIED FINANCIAL PLANNER™ has, at a minimum:
1. An undergraduate degree
2. Three years of client experience in financial planning
3. Completed a financial planning education program including:
- General Principals of Financial Planning
- Insurance Planning
- Investment Planning
- Income Tax Planning
- Retirement Planning
- Estate Planning
- Interpersonal Communication
- Professional Conduct and Fiduciary Responsibility
4. Passed a rigorous comprehensive exam (historical pass rate of 55-60%
5. Completed a required 30 hours of continuing education hours bi-annually
6. Committed to adhering to the standards of ethics and practice outlined in the CFP Board’s Standards of Professional Conduct