Plan With Mac, LLC.

Step 1: Define Your Financial Journey

Step 2: Discover the Right Resource Mix

What do I want my money to do for me — 10, 20, 30 years from now?

Step 2: Discover the Right Resource Mix

Am I protecting what matters with the right tools — like retirement planning, life insurance or Medicare strategies?

Step 3: Plan with Confidence

Step 2: Discover the Right Resource Mix

Step 3: Plan with Confidence

What financial guidance do I need to make smart decisions and avoid mistakes?

Frequently Asked Questions

Straight answers. No jargon. Just what you need to know.

What's an Annuity, and how does it work?

An annuity is designed to give you guaranteed income in retirement. You contribute money (all at once or over time), and it pays you a steady income — often for life.

Life Insurance vs. IUL - whats the difference?

Both provide protection, but an Indexed Universal Life (IUL) policy does more. It combines life insurance with the potential to build cash value linked to market performance.

When should I start planning for Medicare?

Start at least 6 months before you turn 65. That gives you time to understand Parts A, B, C & D — and explore if supplemental coverage fits your needs.

Is an Annuity right for me?

It could be — if you want reliable, predictable income in retirement and protection from outliving your savings. We'll help you decide based on your specific goals.

Do I need a long-term financial plan, or just insurance?

Insurance protects what you have. A financial plan builds your future — covering income, healthcare, and legacy. At Plan With Mac, we help you bring it all together.

Insurance isn't just my career - it's my family's legacy.

My father, mother and brother and I have more than nine decades of experience helping clients safeguard their futures.

My father, who dedicated over 40 years to helping others plan for and protect their families, passed away from cancer in 2023. Watching my mother face that journey with the right plans in place became the driving force behind my mission. I'm committed to ensuring that no family finds themselves unprepared during life's most challenging moments.

With us, you are empowered to build lasting security for your family's future and your legacy.

Own your financial future.

Clarity. Confidence. Control.

Get the knowledge. Make the moves.

Step 1: Define Your Financial Journey

Step 2: Discover the Right Resource Mix

Step 2: Discover the Right Resource Mix

Step 2: Discover the Right Resource Mix

Step 2: Discover the Right Resource Mix

Step 2: Discover the Right Resource Mix

Step 3: Plan with Confidence

Step 2: Discover the Right Resource Mix

Step 3: Plan with Confidence

15-Minute Call

15-Minute Call

15-Minute Call

No Pressure

15-Minute Call

15-Minute Call

Your Schedule

15-Minute Call

Your Schedule

Frequently Asked Questions

Insurance isn't just my career - it's my family's legacy.

Unlock Your Future

Own your financial future.

Clarity. Confidence. Control.

Get the knowledge. Make the moves.

Step 1: Define Your Financial Journey

Step 2: Discover the Right Resource Mix

Step 2: Discover the Right Resource Mix

Step 2: Discover the Right Resource Mix

Step 2: Discover the Right Resource Mix

Step 2: Discover the Right Resource Mix

Step 3: Plan with Confidence

Step 2: Discover the Right Resource Mix

Step 3: Plan with Confidence

15-Minute Call

15-Minute Call

15-Minute Call

No Pressure

15-Minute Call

15-Minute Call

Your Schedule

15-Minute Call

Your Schedule

Frequently Asked Questions

Insurance isn't just my career - it's my family's legacy.

Unlock Your Future

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