Investing
As a registered investment advisor (RIA),
we help you manage your money for growth and income.
Professional
Institutional management
Customized
Portfolios built for you
Secure
Custodied at TD Ameritrade
Competitive
Low and transparent fee structure
Accessible
24/7 access to see holdings and account activity
Planning
As financial planners,
we answer your questions about retirement.
Social Security
What are my options?
When is the best time to start?
Medicare
Which "Parts" do I sign up for?
Do I need a supplement?
Will my doctor be covered?
Investments
How do I best grow my money?
How do I generate income?
Taxes
How much will I have to pay?
How do I minimize taxes?
Income Planning
How much can I spend?
How long will it last?
Where will my income come from?
Long-Term Care
What is it? Will I need it?
Should I insure or save and invest to prepare for it?
Estate Planning
What will happen to my money when I'm gone?
Insurance
As an independent insurance agency,
if you need insurance, we'll find the best option available.
Independent
Search the entire marketplace
Comprehensive
Life, Disability, Long-Term Care
Integrated
Fits with the rest of your plan
Transparent
Know what companies we considered and how much we're paid
5830 Granite Parkway
Suite 100-326
Plano, TX 75024
© 2021 by Macro Wealth Advisors