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.
An Overview of Renter’s Insurance
Don’t overlook the need for renter’s insurance if you rent your home.
Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Alternative Investments - Going Mainstream
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Marriage changes everything, including your insurance needs.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator can help determine whether it makes sense to refinance your mortgage.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator can help you estimate how much you may need to save for retirement.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
What if instead of buying that home, you invested that money?
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Agent Jane Bond is on the case, infiltrating the world of bonds.
Taking your Social Security benefits at the right time may help maximize your benefit.