Our Services

There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated.  Informed decisions about the products in any portfolio are best made after an assessment of individual needs. After meeting to do this, you are better informed when the time comes to choose from a comprehensive suite of solutions presented as products and services and select those that address your unique situation.

Products and services include:

Define Benefit Plan
Profit Sharing Plan
401(k) retirement plans and Individual Retirement Accounts

Other retirement savings plans designed specifically for employee groups

Simplified Employee Pension Plans
529 qualified tuition plans
Simplified Employee Pension Plans
Life insurance
Long-term care, disability and critical illness

Group Health benefits.

Premium Financing
Captive Company 

Asset backed insurance lending

Mac Adisory Group
Copyright © Mac Derakhshani. All Rights Reserved.

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