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Our Services

Helping you Pursue Financial Success

At Willis and Machnik, we deliver comprehensive financial services including wealth management, estate planning, insurance, and employee benefit plans to name a few. With our dynamic and loyal team, personalized service and customized professional advice, clients’ financial plans are designed around their unique situations. We provide our clients with a holistic tax-smart approach to create a complete financial plan. 

Ready to take control of your financial future? Our team provides the monitoring, coaching, and support to help clients pursue their long-term financial goals. Start by selecting a goal that is most important to you. Once you’re ready, request a consultation, and we’ll work together to build a plan to help make your financial goals a reality. 


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.


Financial Planning

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Investment Management

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Retirement Planning

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Risk Mitigation

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Legacy Planning


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Life Transition Planning


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Tax Solutions


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Business Consulting


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