Who we are
Your resource for real-world financial advice. Partnering together, we learn about your personal situation, identify your dreams and goals, and understand your tolerance for risk.
Our mission is to understand your needs and gain insight into your full financial picture. This enables us to uncover opportunities that those who don't examine finances holistically, often miss.
Helping you Pursue Financial Success
Financial Planning
Investment Management
Retirement Planning
Risk Mitigation
Legacy Planning
Life Transition Planning
Tax Solutions
Business Consulting
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.
