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

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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 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
529 qualified tuition plans
Group retirement and savings plans
Simplified Employee Pension Plans
Qualified Retirement Plans
Other retirement savings plans designed specifically for employee groups
Life insurance
Long-term care, disability and critical illness
Health Insurance Group health benefits.

Premium Financing

Captive Company