Mac Adisory Group
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Corporate Executive Solutions

With adaptive intelligent planning, attentive care, and committed focus, today’s hard work can be tomorrow’s dream come true.

We understand that in the business world where competition is fierce and change is constant, your company depends on a focused management team achieving its goals. However, while dealing with those goals, your executives must also work to ensure their personal financial security. With limited time and resources, compensation packages, wealth enhancement opportunities, and increasingly complex benefit options, many executives are straining to handle their own money matters.

Mac Advisory Group offers a comprehensive, objective, and high-quality corporate executive financial counseling program that will produce positive results for your executives and your organization. We offer programs for every executive level. From those at the very top, to those who have just achieved executive status.

Our executive financial counseling: Provides a disciplined method for the executive to achieve personal financial security.

Improves understanding of your organization’s benefits and compensation programs, enabling the executive to make the choices that will improve his/ her financial position.
Ensures convenience for your executives by allowing for meetings at times and places that will be agreeable to them and consistent with the overall program.
Helps the executive avoid costly financial mistakes and improve his or her ability to accumulate future wealth.
We partner with corporate Human Resources management to gain a full understanding of all executive benefit plans, and work to convey the long-term value of these benefit programs to each executive.

Feeling newfound confidence that their personal financial wellbeing and security are being addressed, your executives will be able to devote more time to effectively run your company. Additionally, with their better understanding and appreciation of benefit and compensation programs, a stronger company loyalty bond develops and fewer inquiries are made to human resources and benefits departments.

Business Consulting

Through our highly customized and integrative approach, we partner with you to create a clear and singular vision of optimal financial health, security, and satisfaction. 

Mac Advisory Group specializes in helping business owners identify and prioritize the protection and financial strategies that are critical to the continued success of their enterprise through its entire business life cycle. Most businesses evolve through four distinct stages; Start-up, Growth, Maturity and Transfer. Depending on the stage your business is in, there are different business planning needs that we combine to help address various needs including Risk Management, Business Succession, Personal Protection Planning, and Employee Benefits. At Mac Advisory Group, we focus on protecting a business owners’ hard earned assets which enables them to focus on continuing to grow and expand their business.

You know what it takes to build a successful business. It takes vision, preparedness, skills and desire — not to mention a focused dedication to achieving your goals. If you are like most business owners, you’ve worked hard and made many sacrifices to grow your business. That’s why you should put just as much energy into protecting it as you did building it.

Ask yourself these important questions:

Do I have a plan for my business when I retire?
Is my business capable of continuing its success in the event of my or my partner’s untimely death or disability?
Is my family adequately protected if something were to happen to me?
Have I done everything I can to attract, retain and reward the key employees that are critical to my business?

If you answered "no" to any of these questions, you may want to consider implementing a formal business planning strategy. Proper planning can help you protect your business, attract and retain key employees, and help ensure that your business transfers in the manner in which you choose.

No business plan is complete without a financial strategy for the unexpected. Start by exploring all your protection options. Then develop a long-term strategy that can help protect the continuity of your business should you, a partner, or key employee decide to retire, leave the business, or unexpectedly dies or becomes disabled.

Most business owners spend the majority of their time working in their business instead of on their business. We can help ensure that the business protection needs that are critical to the long-term success of your business are taken care of.