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Who We Help

Who We Help

retirement plan services

Achieve Your Goals and Live Happily in Retirement

As you think about retirement, perhaps you’ve had one of the following questions:

  • At what age can I/we realistically retire?
  • How much will I/we need to live happily in retirement?
  • How much should I/we be saving for retirement?
  • How can my spouse and I get on the ‘same page’ financially leading up to and in retirement?
  • How much will my/our Social Security income payments be?
  • What’s my/our plan for not outliving retirement savings?

If you’re in the “Retirement Red Zone” – a period 10 years before retiring or within the first 10 years after retiring – and need answers to these and other questions, we can help.

Macino Financial Services’ Ideal Client

Macino Financial Services works with individuals and couples in Ohio and Michigan who are actively building their retirement funds. They have a desire to maintain or accelerate the growth of their nest egg and need education about the options and methods available to protect/preserve their life-long savings and turn their retirement investments into steady income.

Our “ideal” clients have simple financial goals leading up to and during retirement:

  • A smooth retirement transition
  • Balance –  financial, individually and in their relationship
  • Stay healthy –  financial, body and mind
  • Live Happily Retired™
  • Have the confidence to spend your money in retirement
  • Use money wisely in retirement
  • To be on solid ground in retirement

Does this sound like you? Read more about how we can help.

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The firm only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. State registration is not an endorsement of the firm by the Commission and does not mean that the adviser has attained a specific level of skill or ability. All investment strategies have the potential for profit or loss. Changes in investment strategies, economic conditions, contributions or withdrawals may significantly alter a portfolio’s performance.
There is no guarantee that any specific investment or strategy will be suitable or profitable for a particular client. Past performance is no guarantee of future success. None of the content should be viewed as an offer to buy or sell, or as a solicitation of an offer to buy or sell the securities discussed.
Information on this website does not involve the rendering of personalized investment advice but is limited to the dissemination of general information on products and services.