News Our Commitment To Keeping You Informed Investment Themes Update Recently, Dan and Mike sat down with Paul De Moor, a VP of Capital Markets Strategy at Fidelity Investments to discuss his Investment Themes Update. Paul shared valuable insight that helps shape advice we offer our clients and build our actively managed portfolios... Read More Willis & Machnik Wealth Management Spotlight May, 2021 In the May 2021 Willis & Machnik Wealth Management Spotlight, Dan Machnik, CFP® and Mike England bring an update on the economy, the jobs market and interest rates. You also get to meet our new financial assistant Jenna Berkeypile. Use these insights to help navigate your financial future or give us a call at 517-784-5556 to discuss your financial planning needs.Click here to see the video. 2021 Uncle Phil's BBQ Congratulations to the 2021 beneficiaries of Uncle Phil's BBQ.Jackson School of the ArtsJunior Achievement of the Michigan EdgeLumen Christi High School Learn more Willis & Machnik Wealth Management Spotlight January, 2021 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 you navigate your financial future or give us a call to discuss your financial planning needs. Click here to see their video. Top 75 at Avantax 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 Jackson County Chamber of Commerce 111th Annual Meeting Congrats to Phil Curtis and the Classic Turning team for receiving the Small Business Person of the Year award at last night's Annual Meeting of the Jackson Chamber sponsored by Willis & Machnik. Best Midwest Vacation Spots in 2020. Best Midwest Vacation Spots in 2020. Jackson, MI made the list because of BrightWallsJackson. We are proud to have supported this event. Check out our wall "RELAX"https://www.chicagotribune.com/travel/ct-trav-best-midwest-vacations-2020-0112-20200107-ikjqzagkgnc33bmdztuu3hussu-story.html Educational Seminar with John Hancock. Thanks @JohnHancock for hosting an educational seminar with Willis & Machnik Financial Services on 10/15. L-R: Robert Barnes, Regional VP John Hancock; Dan Machnik, Managing Partner W&M; Matt Miskin Market Strategist John Hancock; Mike England, Advisor W&M BrightWalls Jackson 2019 Thanks to Ben Johnston, our artist, at this year's festival for this amazing wall. It's good to "RELAX".