Our Services

When people come to MACRO for retirement planning services, they get more than they bargain for.  As experts in the wealth distribution phase of retirement planning, we understand that at this milestone of your life there are multiple financial issues to consider, which all intertwine to help shape your financial future.  As such, we can assist you in meeting all of your financial goals by attending to each individual aspect of your total financial picture.  When clients come to us for comprehensive retirement planning we provide them with:

 

  • Financial Planning
  • Investment Management
    • Retirement cash flow analysis
    • Pension/401k distribution planning
    • Risk reduction strategies
    • Asset allocation
    • IRA management
    • Stock option management
    • Tax managed accounts
    • Mutual funds
  • Estate planning/Wealth transfer
    • ETF portfolios

 
    • Annuities
    • Charitable giving
  • Insurance management
    • Terminal illness planning
    • Life
  • Education funding planning
    • Disability
    • 529 College savings plans
    • UTMA/UGMA Accounts
    • Long term care

 

 

This comprehensive service allows our clients to enjoy retirement in the comfort of knowing that all of their financial concerns are in the hands of the experts.