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.
- Let’s meet first. In your initial free consultation, 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.
- We Gather Data. 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.
- 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.
- Implementation. We will help prioritize your goals and implement changes that need to be made as a result of the financial plan.
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.