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Finding the Balance Retirement and Quality of Life Behavioral Finance 4 Elements of an Estate Strategy

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What does wealth mean to you? To us, it's more than money. Wealth may mean retiring on your terms, caring for an aging parent, paying for an education or leaving your children a legacy. Together, let's build a 360-degree view of your life, both within and outside of the traditional financial constraints. Our financial strategy tools and methods might help you identify the most important aspects of your life to draw a sophisticated yet easy to follow road-map to guide you through life's most important decisions.

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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 


21st Annual Uncle Phil's BBQ Fundraiser 

21st Annual Uncle Phil's BBQ Fundraiser 

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.

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A Hot Mortgage Market Doesn’t Mean It’s Time To Make A Move

A Hot Mortgage Market Doesn’t Mean It’s Time To Make A Move

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.

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Pursuing Your Investment Goals

Pursuing Your Investment Goals

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.

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