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Mackensen & Company, Inc.

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Mackensen & Company, Inc.

Mission statement:

Navigating a clear course toward your financial security through:
Comprehensive fee-only financial planning
Innovative solutions to financial uncertainty
Tailored investment portfolios
Professional fiduciary responsibility
Trustee services through National Advisors Trust Company

Overview:

We create, develop and preserve your personal wealth through objective, tailored financial advice.

Mackensen & Company specializes in comprehensive financial planning, retirement income planning and investment management. Using a holistic approach to financial planning, we review all aspects of a client’s situation to ensure complete financial integration.

Most client relationships involve ongoing comprehensive financial planning and investment management. However, for clients who prefer to manage their own investments, we prepare comprehensive financial plans during a limited-duration engagement.

We provide business planning for clients who own small businesses. This may involve reviews of business efficiency, business organization, accounting management, business continuity planning and succession planning.

Mackensen & Company also provides trust services through National Advisors Trust Company. Warren J. Mackensen is a shareholder of National Advisors Holdings, Inc., the parent company of National Advisors Trust Company.

Vision:

Making financial planning an integral part of everyday life.

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