The mission at Macy Financial Services is simple: to combine knowledge, experience, and a high level of ethics that provides financial and investment strategies that our clients trust. Macy Financial Services strives to go beyond the service level of the typical wealth management firm. Customized retirement planning, investment strategies, and wealth management are offered at Macy Financial Services.
As an independent firm, Macy Financial Services takes an individualized approach with every person. Macy Financial Services discusses the goals, objectives, and risk tolerance in order to craft customized strategies. Many of this firms clients are approaching or already in retirement. Macy Financial understands the investor's fears of outliving his or her financial resources.
As an independent firm, Macy Financial Services takes an individualized approach with every person. Macy Financial Services discusses the goals, objectives, and risk tolerance in order to craft customized strategies. Many of this firms clients are approaching or already in retirement. Macy Financial understands the investor's fears of outliving his or her financial resources.
Services
Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that's designed to address your individual situation. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming.
We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
Where will your retirement money come from? If you're like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out - even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.
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