Business Services

At Willis & Machnik Financial Services, we understand the challenges a business owner faces — because we are one. By working with our team, you have an experienced partner in your corner not only to implement a retirement plan for employees but also for all financial matters that affect your business’s success. Our robust tax knowledge, network of professional partners, and broad business savvy can be a helpful resource as you build, scale and eventually sell your business. It’s our goal for Willis & Machnik’s advice to be your competitive advantage.

 We have decades of experience serving businesses in a wide variety of industries while also addressing the personal financial planning and investment needs of business owners and individual employees. Learn more about our business services by clicking on the icons below.

Investments are subject to market risks including the potential loss of principal invested. Asset allocation and diversification do not assure or guarantee better performance and cannot eliminate the risk of investment losses. It is not possible to invest directly in an index.