Welcome to the place that will change your financial future! We like to think of this site as THE source for sound and verifiable financial information. Our clients are primarily dentists and health professionals, but we enjoy working with ANYBODY who has an open mind and is willing to accept the most powerful financial system in America today!
At Macro Wealth Management we recognize the value in developing long-term relationships with our clients as we help them navigate their financial lives. Please Use Macro Wealth Managements website as a resource, and do not hesitate to contact us for additional information or to schedule a meeting.
At Macro Wealth Management we recognize the value in developing long-term relationships with our clients as we help them navigate their financial lives. Please Use Macro Wealth Managements website as a resource, and do not hesitate to contact us for additional information or to schedule a meeting.
Services
Dr. Mart McClellan and Tim Streid are presidents of Macro Wealth Management. Our firm's niche is the dental and medical profession. Our firm is very unique because Mart is a practicing orthodontist as well as an advisor and Tim has a strong professional background as a CPA and he is an advisor as well.
We will meet to discuss the Lifetime Economic Acceleration Process. We will describe the Confidential Questionnaire, which is the first step in providing you with a personal financial engineering analysis. This questionnaire is designed to be easy and quick to complete. The completed questionnaire along with associated financial documents will be needed prior to the next meeting.
At Macro Wealth Management we recognize the value in developing long-term relationships with our clients as we help them navigate their financial lives. Unlike other advisors who put together confusing fancy leather bound documents as a guide for the next 30 years - we want you to understand and participate in every aspect.
Depending on your financial situation, G.I.V.E. may save you taxes on capital gains and can potentially make a portion or all of your retirement plans tax free. We have screened a team of estate planning attorneys, accountants, and trustees for their expertise and reasonable fees. If you already have an estate planning attorney or accountant you trust, they are welcome to work with our team.
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