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Life Transition Planning

Change is hard. We can help make it easier.

Change is hard. We can help make it easier.

Whether anticipated or not, a major life transition can be disruptive. Shifting from young parents to empty nesters, business owner to retiree, or beloved spouse to recent widow comes with a mix of feelings. These transitions also present critical monetary decisions.

At Willis & Machnik, we'll help you acclimate to your new reality by gathering information, determining your needs, and talking through various scenarios before implementing a new financial plan for your next stage of life. We aim to be your resource, guide, and sounding board no matter what life transition comes next. 

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Forecast

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.
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It May Be Time for a Financial Checkup

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial professional about changes in your situation.
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