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Welcome to William Mack & Associates, Inc.

As a fiduciary and fee-only advisor, we at William Mack & Associates, Inc. (WMA) place your interests before our own. As a result, you receive objective and independent advice.

WMA offers a unique holistic approach that answers the most common client question: "Are we doing everything we should be doing in order to achieve our goals?"

We have been providing highly personalized financial planning and investment management services for over a quarter of a century. We serve families across multiple generations, providing high quality service and support to all family members, regardless of their level of personal wealth.

In addition to multi-generational families, our clients include affluent individuals, corporate executives, health care and education professionals, and retirees.

Thank you for visiting our website. We appreciate the opportunity to serve you.

 

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Simple four-step Approach


The Initial Client Introduction

Our client relationships typically begin with a referral to WMA from a friend, family member, co-worker, or a tax/legal advisor—as we do not advertise or conduct public seminars as ways to grow our firm. After a brief initial phone call, we schedule a complimentary no-obligation initial consultation.

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Developing a Plan

Should you decide to move forward with our firm and become a Retainer Client, we would then go to work gathering all of the data that is pertinent to your goals and objectives.

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Implementing the Plan

The next phase is devoted to reviewing the strategies that we have devised, and to discuss the logistical steps that will be taken to implement the plan.

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Monitoring the Plan

With a plan in place, it will now be important to monitor your progress. Monthly investment statements are sent directly to you from the custodial firms such as Charles Schwab & Co. Inc.

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Ace in your home page to give people a lot of text. Interestingly, writing longer articles is good for search engindddddddddes.

The trick is in organizing articles on pages like this to fulfill the needs of someone in a rush. Make the one or two top paragraphs on a page give someone the key information about the page. But then organize the page into a longer article. Essentially, the top 60 words on the page should be an abstract of the 200 words that follow.

Adopting that strategy will result in successful search engine rankings for advisors because you will be speaking truth in-depth. Advisor Website is located in New York and serves all of Erie. We are an independent financial planning and wealth management firm.

I hope you have come to our website at a time of hope and plenty. That’s the best time to seek financial counsel. But it is more likely you are seeking our help because you have a specific financial challenge you wish to address. Rest assured that we are here to help you sss.

 

 

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Meet The Team

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Contact Us

You work hard, and life’s been good to you. You’re planning ahead, and want to know you’ll have the resources you need to
provide the lifestyle you want – for you, and your family. We’ll help keep you on the right path by combining investment strategies
with a financial plan designed to preserve what you have, while achieving what you want. In an ever-changing world, we’re driven by what’s right for you.

Lets Work Together

Our Offices

1301 W. Long Lake Rd
Suite 115, Troy, MI 48098
Phone: 248-643-4310
Fax: 248-643-8205

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Copyright © 2017 William Mack & Associates, Inc - All Rights Reserved.

William Mack & Associates, Inc. is a Registered Investment Advisory Firm registered with the United States Securities and Exchange Commission, Washington, D.C. In addition, the firm maintains a "Notice Filing" with the states of California, Michigan, Florida and Texas. William Mack & Associates, Inc. may not provide investment advisory services to any resident of states in which the firm does not maintain a notice filing. The presence of this website on the Internet shall in no direct or indirect fashion be construed or interpreted to suggest that the firm is offering to sell or soliciting to provide investment advisory services to residents of any state or states in which the firm is not maintaining a notice filing.