Welcome to Willis & Machnik Financial Services
Willis & Machnik is a comprehensive Financial Services Firm. Our philosophy is to provide our clients with both personal and professional service. We offer Investment Advisory Service*, Estate Planning, Insurance and a full range of Employee Benefit Plans. Our mission is to be your partner for complete financial solutions. We will build client relationships based on trust, competent professional advice, continual communication and prompt personal service. We will assist our clients in setting financial goals, monitoring these goals and keeping them informed of the process and achievement of these goals. Our success is based on our commitment to our clients, and we look forward to meeting you!
Should you have any questions or would like more information on our firm, please feel free to email us or call us at (517) 784-5556. We look forward to hearing from you.
*These services are offered by Pat Willis, Dan Machnik, and Tom Masters through their affiliation with HD Vest.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
The New Red Scare: Chinese Ownership of U.S. Debt
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Even low inflation rates over an extended period of time can impact your finances in retirement.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
An inside look at how marginal income tax brackets work.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator helps estimate your federal estate tax liability.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
Are you ready for retirement? Here are five words you should consider.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Women must be ready to spend, on average, more years in retirement than men.
Making the most of surprises is a great reason to work with us.