Making your dream retirement a reality

Your trusted financial consultant

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We are proud to be Certified Financial Fiduciaries (CFFs). This designation means that we are guaranteed to always act in the best interest of the client. The code of conduct by the National Association of Certified Financial Fiduciaries holds us to the highest standards of professionalism in the financial services industry. We are working everyday to not only be able to say that we are CFFs, but to prove that we are with each and every client. 

Here to educate you

Macro Money Concepts is unlike any other financial firm. Our primary mission is to educate our clients on how money really works so that you can be financially successful. Our company philosophy is to help individuals, families and business owners learn how to protect their assets, save money and grow wealth.

Today, 90 million Americans are standing at the corner of Troubled and Confused. Unfortunately, so are some of the financial advisors they work with. We are here to change that. 

Organized, coordinated and integrated financial decisions

grow your wealth

Your Financial Journey Begins Here

We have a proven process that we follow for each client. We begin by assessing your needs, then we craft your plan, and then we analyze your results over time. If you are ready to start the process, contact us today! 

The Goal

You want to be happy and successful financially. Financial independence is the ultimate goal of money management.

The Problem

A complex society like ours demands many complex money decisions. You are vulnerable to a variety of wealth eroding factors that are in place within our economic system

The Solution

The solution to building wealth successfully is not from a financial product, a rate of return, a single strategy.

how we can help

Our Services

You’ve worked a lifetime preparing for the next step, and we are here to ensure that next step is everything you want and need it to be. Click the image of the service that you are interested in to read more.

Social Security Optimization

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Asset Protection

Wealth Preservation

Together Pensioner Happiness Couple Retirement Concept

Tax Minimization Strategies

Generational Planning

Debt Elimination

Income Planning


Life Insurance


Join Us for an educational Workshop

These events cover a variety of financial topics focused on educating and coaching you to make the right financial decisions for your future.

receive a complimentary copy of one of our books!

your retirement checklist

Most couples have seldom talked about retirement and most single people haven’t even thought about it. They each may have fantasized in their own minds when that day may be. However, they’ve spent more time planning their last vacation than they did talking about the day they plan to retire, which could easily be a 30-year plan or more, not just a 7-day vacation.

Navigating retirement in the new economy

“Navigating Retirement in the New Economy will give you the tools and direct you on the right path so you can make sound decisions for you and your family during these ever-changing times.” — Steven E. Schmitt, Founder and CEO of The Law of Positivity