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Personal Finances

Your partner for complete wealth management.

At Willis & Machnik, we deliver comprehensive financial services including investment management, legacy planning, tax solutions, and insurance, retirement, and life transition planning. Our advice is customized to clients’ unique situations, and we take a tax-smart approach to creating holistic financial plans. If you own a business, there are even more ways we can help. 

Financial Planning

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Retirement Planning

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Investment Management

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Tax Solutions

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Life Transition Planning


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Legacy Planning


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Risk Mitiation


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Business Consulting


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At the end of the day, our goal is to help clients maximize their financial opportunities and minimize tax liabilities. Ready to take control of your financial future? Start by scheduling a complimentary consultation.

Schedule a Complimentary Consultion Today

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