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Our goal is to deliver comprehensive financial services including wealth management, estate planning, insurance, and employee benefit plans. Born out of personalized service and customized professional advice, clients’ financial plans are designed around their unique situations, and our team provides the monitoring, coaching and support to help clients pursue their long-term financial goals
Willis and Machnik is thrilled to present the 21st Annual Uncle Phil’s BBQ fundraiser event. Supported by Schlenker’s, Christoff & Sons Floor Covering Inc., and Knight’s Steakhouse. This is a highly anticipated event every year. The 2021 fundraiser raised over $16,800. All proceeds from the event will go to the following charities: Junior Achievement of the Michigan Edge (Jackson, MI), Jackson School of the Arts, and Lumen Christi Catholic School.
The 2022 event is on Thursday, June 23, 2022, 11:30 a.m. – 1:00 p.m. on the Lumen Christi High School Patio – 3483 Spring Arbor Rd. Follow Uncle Phil’s BBQ Facebook page to learn about the chosen charities and the local businesses supporting this great community event.
Over the last two years, the world has been dealing with a global health pandemic. In the same time, the demand for mortgages has skyrocketed. With interest rates still relatively low, the attractiveness of refinancing has increased rapidly. Many are speculating a rise in interest rates would slow down the refinance market, but I believe you are likely to continue to see a demand from the purchase market. Dan is a member of the Forbes Finance Council Member. Check out his latest article.
Ready to take control of your financial future? Start by selecting a goal that is most important to you. You’ll be able to see if you’re on track and how simple adjustments can impact your ability to reach your goal. Once you’re ready, request a consultation, and we’ll work together to build a plan to help make your financial goals a reality.