Financial Services
Macro-Wealth Management--- Personal Financial Planning Program
- Item Number
- 211
- Estimated Value
- 2950 USD
- Opening Bid
- 900 USD
Item Description
A Financial Planning Program to Handle ANY Crisis, Even the Coronavirus.
This Unique System has Performed Successfully Through Every Crisis Over 35+ Years. The Information is Now an Amazon #1 Bestselling Book, “Your Retirement Smile”, which shares strategies to not take a pay-cut in retirement. Unlike most Financial Advisors, an Added Benefit to this Donation is that an Advisor on the Team and Forbes Speaker is a Dentist, Dr. Mart McClellan.
We typically meet by webinar unless you are in the Midwest and would like to come to us. We have clients in over 30 states, so technology let’s us help people all across America!
Who is Macro Wealth Management:
Dr. Mart McClellan and Tim Streid are presidents of Macro Wealth Management. Our firm’s niche is the dental and medical profession. Our firm is very unique because Mart is a practicing orthodontist as well as an advisor and Tim has a strong professional background as a CPA and he is an advisor as well. Their knowledge and experience creates a lot of trust for our clients all over the United States, which is extremely important.
Mart and Tim utilize an economically based financial model to create short and long-term strategies for the future. The foundation of our success is the use of an economic model that is based on economic principles and NOT opinions. We are the only dental-focused firm in the country who uses this model. We would really enjoy the opportunity to show you what we do and how we work with clients all over the Unites States.
Value: $2950 plus a copy of our book, Your Retirement Smile “
Item Special Note
Contact:
Mart McClellan, DDS, MS
President
Office: 309.689.8481
Toll Free: 800.281.0703
Fax: 309.689.8482
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