Our experienced staff offers personal service and commitment to our clients that is second to none. We focus on building long-term relationships by formulating creative financial planning solutions and by offering innovative ideas that will help you reach your financial goals.

Macro Advisors' Financial Planning Process

Macro Advisors, Inc. has created steps that will help anyone with their financial process in any situation by assessing your current financial situation. Your Macro Advisors, Inc. Financial Advisor will gather all the legal and financial documents that provide the current factual summary of your assets, liabilities, and cash flow.

Examining your wants and future goals.

Your Macro Advisors, Inc. Financial Advisor will spend the necessary time to clarify what you are trying to accomplish in your current and future financial planning goals. This discussion will help to crystallize your needs with regard to retirement, education funding, financial protection, transfer of wealth to family members, and other issues.

Identifying opportunities and potential solutions.

Your Macro Advisors, Inc. Financial Advisor will spend the necessary time to clarify what you are trying to accomplish in your current and future financial planning goals. This discussion will help to crystallize your needs with regard to retirement, education funding, financial protection, transfer of wealth to family members, and other issues.

Creating an action plan for reaching your goals.

Your Macro Advisors, Inc. Financial Advisor will recommend specific changes or action steps to better align your resources with your objectives. These steps will include revisions to your savings habits, credit profiles, investment assets, insurance protection and creation of an estate plan.

Implementing your plan.

To accomplish your plan, the Macro Advisors, Inc. Financial Advisor will help put you in contact with the team of planning specialists who can act upon the various components of the strategies identified. Organizing this network of financial advisors and professionals is key to making the plan a reality along with reviewing and modifying your plan as needed. Your financial circumstances and objectives may change over time. That is why you should annually meet with your Macro Advisors, Inc. Financial Advisor to review the progress with your plan and to make adjustments as necessary.

Discover the Macro Advisors Difference

Call us today at 717-764-4566 or complete the form below to set up an appointment.

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Macro Advisors, Inc. is an SEC registered investment advisory firm. Macro Advisors may only transact business or render personalized investment advice in those states and international jurisdictions where we are registered/filed notice or otherwise excluded Or exempted from registration requirements. The purpose of this web site is for information distribution on products and services. Any communications with prospective clients residing in states or international jurisdictions where Macro Advisors, Inc. and its advisory affiliates or registered representatives are not registered or licensed shall be limited so as not to trigger registration or licensing requirements. Macro Advisors, Inc. is an Independent Advisor. Please read our full disclaimer page here.