Personal Finance

The National Foundation for Credit Counseling's fifth annual Financial Literacy Survey found that 76 percent of adults recognized that they could benefit from the advice of financial professionals regarding everyday financial questions.  MacKenzy Credit Group's financial consultants advise clients on cash management, debt management, cash flow planning, budgeting, personal financial planning for special circumstances, and other complex financial topics.  Many financial firms in our caliber ignore the aforementioned personal finance topics and only go after high net worth clients.

MacKenzy Credit Group's experienced and educated financial consultants are as excited to advise clients on how to manage and reduce debt as they are to help them create a comprehensive financial plan.  If the topic is important to you, it becomes important to our experienced financial consultants.  

NO PERSONAL FINANCE TOPIC IS TRIVIAL!  MacKenzy Credit Group (MCG) is on a mission to democratize personal financial planning.  This is your chance to get personal finance advice from one of the industry most experienced and educated staffs.

Single-Purpose Plan (Wealth Builder Plan)

Manage & reduce debt

Establish individual retirement accounts (traditional and Roth IRAs)

Set up personal budget

Purchase or lease car

Rent or buy a home

Multiple-Purpose Plan

Build emergency fund

Education planning

Personal financial statements

Financial Planning for Special Circumstances

Divorce

Disability

Job change & Job loss

Comprehensive Plan

Personal financial statements

Insurance planning and risk management

Investment planning

Income tax planning

Retirement planning

Estates planning

"We don't go after high net worth clients; we measure our success by the number of clients we help build emergency fund and investable asset."

-MacKenzy