Your Wealth Management Partner
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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In this month's Willis & Machnik Wealth Management Spotlight, Dan Machnik, CFP® and Mike England bring an update focused on what happened in 2020 and what is coming up in 2021.
Use these insights to help navigate your financial future or give us a call to discuss your financial planning needs.
Click here to see their video.
As of October 2020, we are proud to announce that Willis & Machnik has achieved a Top 75 office rank within Avantax! Avantax is a nationally recognized Top 15 broker dealer with over 3,500 independent financial professionals.
Why does this matter?
We are here because of the work we do with you every day! Our clients have helped us reach this distinct position by challenging our financial professionals to help discover solutions to the most sophisticated and important financial issues they may face in life.
This achievement also means you, our clients, will continue to receive best-in-class products and services. As top advisors and staff at Avantax, we have unique opportunities to participate on industry committees and councils, direct a regional chapter of Avantax financial professionals, serve as mentors, and are always on the leading edge of trends and changes in the financial services industry.
THANK YOU for helping us hit this milestone. We promise to continue offering you out very best for decades to come.
The Willis & Machnik Team
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.