Strategic Financial Planning
Your financial needs are continuously changing.
Count on Mackenzie Martin to help you make smart, informed decisions.
- Complimentary financial planning session
- Cash flow and debt management
- Investment portfolio design
- Insurance for disability, life and long-term care
- College and retirement funding strategies
- Estate planning strategies
- Business protection and succession strategies
► Meeting with Mackenzie martin? Please make sure to print our Directions to Medical Professionals Financial Group >
Schedule an Appointment with Mackenzie >
We are normally booked 3-4 weeks out for appointments. If you urgently need to come in, please contact our office and we will do our best to accommodate.