I started Mackmin Financial Group, LLC over 20 years ago, and it has truly been a rewarding decision. I learned early in my career that I enjoyed working with people as well as developing lasting relationships. I have always been taught that when faced with a problem, there is always a solution. I have chosen to be a part of that solution. Helping clients plan for their financial success in retirement is important to me as well as helping them protect their assets for all of life’s big unknowns. I believe growing your wealth should be accompanied with a strong defensive plan to safeguard your investments, adding a focus on tax efficiency and legacy planning. By building upon these principles at the foundation, my clients can grow their portfolio knowing that will be able to use their accumulated wealth at retirement.
I am devoted to unique asset protection techniques, retirement income options, tax-free income and educating my clientele. My clients, which range from individuals and families to business owners, value my philosophy of facilitating their ability to make well informed decisions by keeping things simple, straight forward and clear. They also appreciate the flexibility of meeting in the comfort of their own home, place of business, or one of three Mackmin Financial Group office locations. I also never set net worth standards on my clients as other financial advisors do. No matter the amount, it’s your money, and you’ve worked hard for it! Each and every client is equally important to me.
When I am not working, I enjoy volunteering my time with youth groups, helping the future America build a firm foundation for life. I am passionate about animals, spending many hours with my dog, Bo. I also enjoy activities such as golf, paddle boarding, fishing and almost anything that involves being on the water. I was born and raised in Michigan and am a huge Detroit sports fan: Tigers, Red Wings, Pistons, and Lions (yes, I said Lions). I love rooting for the University of Michigan every fall, GO BLUE!
which has helped expand my business.
At Mackmin Financial, our clients always come first.
Knowing your future is safe & secure helps you sleep pretty good at night...
More conservative retirement strategies typically have only a portion of the assets invested in the stock market. Allocations can be set aside for more conservative investments and/or secured* income contracts such as annuities. Annuities are long-term vehicles designed to generate supplemental income during retirement. They have minimum guarantees backed by the strength and claims-paying ability of the issuing insurance company. After all, the last thing you want to do is lose more ground during the next market correction.
Because the market does not provide security, you may want your financial strategies to include some guaranteed* income products. For example, annuities, which are insurance products with guarantees,* can provide a source of supplemental income throughout your retirement.
Diversifying your retirement assets among a variety of vehicles, both through insurance products and investments, depending on what is appropriate for your situation, may offer you the best chance of meeting your retirement income goals throughout your lifespan.
* Guarantees are backed by the claims-paying ability of the issuing insurance company.
Thank you for your interest in Mackmin Financial.
our products and services, please feel free to contact us.
KEY FACTS ABOUT MACKMIN FINANCIAL LLC
-
US Businesses
-
Companies in Florida
-
Collier County Companies
- Company name
- MACKMIN FINANCIAL LLC
- Status
- Active
- Filed Number
- L17000007316
- FEI Number
- 81-4884693
- Date of Incorporation
-
January 9, 2017
Age - 9 years
- Home State
- FL
- Company Type
- Florida Limited Liability
CONTACTS
- Website
- http://mackminfinancial.com
- Phones
-
(239) 451-3132
(239) 239-4477
(248) 729-2441
(231) 714-0288
MACKMIN FINANCIAL LLC NEAR ME
- Principal Address
- 1083 N. COLLIER BLVD., #304,
MARCO ISLAND,
FL,
34145,
US
- Mailing Address
- 1083 N. Collier Blvd,
304,
Marco Island,
FL,
34145,
US
See Also