Who We Serve
There is no one-size-fits-all financial strategy. Every story is unique and deserves its own special care. That’s why we specialize in three categories; so we can best serve those who fall into our expertise.
We best help those who are nearing retirement, building wealth, or who own a business.
Near Retirees
With less than 5 years to go until retirement, you’re probably wondering if your nest egg will be enough. Can you retire early or will you have to work longer? What moves should you be making right now? Professional Financial Planning and Wealth Management are suddenly important, because getting it wrong isn’t an option.
Wealth builders
Your careers have been solid, maybe even prosperous. Except for the house, most of your debt is paid off. You are saving diligently, but will the retirement you envision be possible? Should you payoff the mortgage faster, save more, or live a little? Decision making without long term visibility feels like guesswork. But it doesn’t have to.
Business Owners
You’ve devoted countless hours and lots of energy towards how to best take care of your people and your customers. But there is one very important question that is often lost in the daily whirlwind.
What about you?
Efficiently paying yourself, extracting equity now, and eventually exiting gracefully should not be left to chance.
How can we serve you?
Not sure if you’re in the right place?
Ask us and we can talk about if we might be a good fit for one another.
Hours
Monday - Thursday: 8am - 5pm
Fridays: 8am - 3pm
And by appointment
T 920-617-6830
F 920-617-6834
E: info@maccofinancial.com
1138 Main St
Green Bay, WI, 54301
