MAC Advisors

MAC Advisors Your first call for all things financial.

Advisory services are provided through Creative Financial Designs, Inc., Registered Investment Adviser, and securities are offered through cfd Investments, Inc., a registered Broker/Dealer. Member FINRA & SIPC 2704 South Goyer Road, Kokomo, IN 46902 (765) 453-9600
MAC Advisors is not affiliated with the CFD Companies.

05/01/2025

FREE EVENT! Complimentary workshop discussing all things social security. Plus, strategies and critical information to know how to avoid online scams and other risks.

Appetizers and drinks provided!

Give us a call to RSVP!

Your first call for all things financial.

04/23/2025

Very important info. If you've ever wondered about when to start your social security this event is for you! Plus, strategies and critical information to know to avoid online scams and other risks. RSVP today!
Appetizers and drinks provided.

Your first call for all things financial.

Another good week at MAC Advisors. Two clients are preparing to retire in the coming weeks (even with the crazy markets ...
05/25/2022

Another good week at MAC Advisors. Two clients are preparing to retire in the coming weeks (even with the crazy markets recently). Our planning process has shown them that they’re ready. Their diligent saving, along with the plans we’ve made to create the secure income they need, will allow them to live their best life…..confidently……no matter what happens.

We’re excited for them as the enter this next phase of life. Congrats!

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed an...

Happy Wednesday from Terrilynn and Ashley!Also, there may or may not be a chocolate candy wrapper in each of their hands...
05/18/2022

Happy Wednesday from Terrilynn and Ashley!

Also, there may or may not be a chocolate candy wrapper in each of their hands hidden from the camera. 😀

I’ve had multiple meetings in the last week where I was able to urge my clients to make some additional plans to spend M...
08/30/2021

I’ve had multiple meetings in the last week where I was able to urge my clients to make some additional plans to spend MORE money in their retirement years. Certainly it doesn’t always go that way.
Only by confirming with them that our calculations are accurate, and using conservative assumptions, can I confidently give this advice.
Knowing where you stand and what you’re on track for are critical to having confidence and contentment in your financial life.
Helping people find this is why I love what I do.
Happy Monday everyone!

Our financial lives are complex. Investments, beneficiaries, risk tolerance, income tax changes, benefits selections at ...
06/21/2021

Our financial lives are complex. Investments, beneficiaries, risk tolerance, income tax changes, benefits selections at work, interest rates......Call today for a complementary meeting to determine if we would be a good fit to walk through these issues together.

If you were gone tomorrow, would your family be financially secure? Is your estate plan as you desire? Call today for a ...
06/14/2021

If you were gone tomorrow, would your family be financially secure? Is your estate plan as you desire? Call today for a complementary meeting to see if we would be a good fit to work through these questions.

Are you on track to transition to a secure retirement? What is your safe withdrawal rate from your investments? Call tod...
06/07/2021

Are you on track to transition to a secure retirement? What is your safe withdrawal rate from your investments? Call today for a complementary meeting to determine if we are a good fit to work through these questions.

“Set it and forget it“ only works if it’s invested appropriately for your risk tolerance and time frame. If you left a r...
05/24/2021

“Set it and forget it“ only works if it’s invested appropriately for your risk tolerance and time frame.

If you left a retirement plan at a previous employer call today for a review.

517-318-6059

It is never too early to start investing in your child's future.Contact us today to see how we can help with these impor...
04/30/2021

It is never too early to start investing in your child's future.

Contact us today to see how we can help with these important financial investments.

www.mac-advisors.com

At MAC Advisors, we set ourselves apart by meeting with you every 6 months to check-in, see what changes need to be made...
04/29/2021

At MAC Advisors, we set ourselves apart by meeting with you every 6 months to check-in, see what changes need to be made (if any), and simply let you know that we care about you and your finances.

Call us and set up a no-obligation consultation - 517-318-6059

It's Hump Day which means we are half way through the week.Finish your week off strong by setting up an appointment with...
04/28/2021

It's Hump Day which means we are half way through the week.

Finish your week off strong by setting up an appointment with us and take control of your finances.

www.mac-advisors.com

Address

2140 University Park Drive, #250
Okemos, MI
48864

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