Financial Services

Every successful journey starts with prudent preparation and an effective travel plan. We help make sure you haven’t overlooked any key elements as you pursue your retirement destiny, which we believe is a full income replacement!

Reimagine Your Retirement Route

The road to retirement should be paved with confidence. At Macro Wealth Management, we provide the vehicles necessary to help make that possible, using a variety of investment and insurance products that can escort you to new financial horizons.

The Financial Treatment Plan

Macro Wealth Management’s five-step Financial Treatment Plan is designed to X-ray your current situation, fill financial cavities and prescribe growth, protection, distribution and savings solutions that allow you to enjoy life without fear!

S-M-I-L-E!

You’re in Good Hands with Our Financial Treatment Plan

Visit 1

Share Our Stories

Our first visit is all about getting to know each other. We share who we are, what we believe and how we operate. You share your experiences and dreams, helping us understand your issues or concerns. Together, we determine if we’re a good fit.

Visit 2

Mine For Information

This is where we take a deeper dive into your financial situation, using our confidential questionnaire to gather data and examine your current strategies, assets, living expenses, lifestyle goals, target retirement dates, legacy objectives and more.

Visit 3

Introduce Your Model

Using the data gathered, we reveal your present position model and discuss protection strategies. We’ll show you your financial situation in a single page that is easy to digest and understand, and we’ll explore strategic alternatives that may better address your needs.

Visit 4

Lay Out Your Treatment Plan

This is the exciting moment when we prescribe your Financial Treatment Plan, allowing you to determine and implement the actions that will help improve your financial situation and change your future!

Visit 5

Enjoy Your Life

No matter where you are in your financial journey, our goal is to help you keep building and protecting wealth so you can cherish every opportunity that life presents. Like the many dentists we serve, we regularly evaluate your treatment plan with you to ensure that it continues to meet — or exceed — your needs.

All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any statements referring to preservation of assets are not a guarantee or prediction of future performance. Any references to protection benefits, guarantees or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.

Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.