Financial Planning

Rely on Our Financial Planning for All Your Needs

Mak Legacy is your best bet for all your financial planning needs. Our financial experts are long-term care certified (CLTC). Contact us today for a free quote! Our friendly staff will respond to your inquiries by the next business day.

Guaranteed Income Planning

Do you have enough income that will last your lifetime? One of the greatest challenges of planning for retirement is not how to accumulate assets, but rather how to spend down those assets in retirement. We will help you make educated decisions and devise a plan for the sequence of how to spend down your assets in retirement and reduce the risk of outliving your income. If you are unsure where your financial future stands, contact us. Today is the best day for planning your retirement journey.

Extended Care Planning

What would you do if someone you love had a tragic accident and needed daily care? Can you afford to take time away from your own family, work, or school? Do you have the skills or training that can help them? Do you think your loved one would want you taking care of them? Do you have the finances to take care of them and yourself? We are here to help you plan for life’s unexpected turns.

If you are a business owner, you face an even more complicated dilemma. What will happen to your business when you are gone? What about your partners and employees? Can you be replaced? Should your business be sold to provide for your family?

It’s no wonder many people delay these difficult and emotional estate planning decisions, but it’s a necessity we must all face. With a team of professionals by your side, you can be sure that your lifelong legacy is passed on as you want it to be.

Financial Freedom

"Get out of debt" is a simple phrase. More than that, it's a simple idea, yet the concept eludes tens of millions of American families each year.
The Your Family Bank concept provides a solution for paying off debt, reducing taxes and increasing retirement savings using a safe, predictable product that provides guarantees. Your Family Bank can show you how to be free from lenders in 9 years or less, including your mortgage, without spending any additional dollars.

  • Reduce the volume of interest you are paying to lenders.
  • Get out of debt in half the time as your current schedule
  • Increase your cash-flow
  • Decrease your taxes
  • Save for college
  • Retire with tax-favored income

Risk Management

We protect our homes, automobiles, and health. Shouldn’t we protect our loved ones? One of the ways you can protect your loved one is to provide life insurance. If you want to provide tax-free protection for your loved ones, contact us to see how to put your plan together today.

Kai-Zen Planning

The Kai-Zen plan is a unique strategy that utilizes bank money to leverage retirement dollars three to your one and allows you to potentially fund your retirement faster.

This powerful financial planning approach can help a qualified candidate retire with more income, tax-free while enabling one to avoid the risk of the stock market and providing comparable returns.