Macris Financial Solutions - Our Philosophy
Upon further study, only one difference was found between the ten with the most money and the other ninety at the start. they had a plan! It's a simple fact that in today's world, people are busier and more pressed for time than ever before. So when it comes to our goals and aspirations, it helps to appoint someone to manage the way we establish "what matters most" and "protect what matters most", after all, this is what we work for! Take a quick test. To see if you need a plan!
Macris Financial Solutions - My Plan
Next step is to drill down and gather detailed information, we look at what is not in place and what could be in place such as your estate planning. We also look at family structures this is critical that I take these into consideration for the best possible outcome. I then report back my findings and if you are happy we implement the plans A and B. To try our 2 minute My Plan questionnaire. Not what you're looking for? See if our ' Biz Plans.