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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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Do you have a philanthropic strategy?

Do you have a philanthropic strategy?

In this month’s Willis & Machnik Wealth Management Spotlight, Pat and Dan discuss various strategies, plus give an update on the Phil & Pat Willis Foundation’s activities.

Many donors look at their charitable efforts and wonder:  Does the nonprofit I’m supporting really have an impact?  What can I do to make my philanthropy more effective?   How do I involve my kids in our charitable efforts?  How can I pass more than money on to the rising generations?

Donors who wish to truly maximize the impact of their giving must develop a strategic rather than a random approach to philanthropy. Becoming an effective philanthropist (rather than merely a generous donor) means planning to optimize the efficacy of giving. Many of the same intellectual resources and rigor that were used to earn money in the first place should be applied to philanthropic efforts to distribute that money. Research, analysis, strategy, organized implementation, evaluation and adjustment are critical investment tools which, when also applied to philanthropy, can achieve better results.

As with any important decision — investment, business or personal — a thoughtful longer-term strategy enables you to determine what you want to achieve and how to do so effectively.

Being an effective philanthropist doesn’t depend on the amount of time or money you give, but rather upon how you approach your giving.

Check out this short  VIDEO

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Willis & Machnik Reaches Top 75 at Avantax

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

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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