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.
Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
What kind of auto insurance should you have? Do you know?
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
What can be learned from the savings rate?
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator shows how inflation over the years has impacted purchasing power.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
When do you need a will? The answer is easy: Right Now.
Learn how to harness the power of compound interest for your investments.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Roth IRAs are tax advantaged in a different way from traditional IRAs.
Taking your Social Security benefits at the right time may help maximize your benefit.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?