Broker Check

Client Spotlight Q1 2018 Willis & Machnik attends Elite Retreat 2017 Mutual FUN with Willis & Machnik Willis & Machnik at Ella Sharp Art, Beer & Wine Event

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.

Helpful Content

Understanding Long-Term Care

Understanding Long-Term Care

Understanding the types of long-term-care services—and what those services could cost—may be critical.

IRA Withdrawals that Escape the 10% Tax Penalty

IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

Insurance Needs Assessment: When You're Young and Single

Insurance Needs Assessment: When You're Young and Single

Even if you’re young and single, you should still consider protecting yourself.

 

The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.

How the Federal Reserve Works

Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.

U.S. Personal Savings Rate

What can be learned from the savings rate?

A Cheat Sheet for Sending Your Kid to College

Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.

View all articles arrow

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

View all calculators arrow

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

View all presentations arrow

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

View all videos arrow