Maccabee Financial Inc is a family owned, independent financial services company that specializes in investment management and insurance. We focus on building relationships with our clients, their families, and the community; our goal is to work with our clients to navigate their financial life by helping manage their insurance and investments needs.
Who we work with
• YOUNG FAMILIES – Do you have a family, or plans to start a family, and struggle with knowing how to structure your finances? We can work with you to buy your first home, start an education savings plan for your children, start retirement savings, and put insurance in place to make sure that you and your family are protected and reach your goals.
• BUSINESS OWNERS – Are you interested in learning how to draw funds out of your corporation down the road with minimal tax consequences? We can work with you and your accountant to develop a plan that will allow you to create a personal pension within your business.
• PRE-RETIREES – Would you like to be sure that you have sufficient investments and insurance in place to retire comfortably and with peace of mind? We can review your portfolio and put proper measures in place to make sure that you don’t out-live your money.
• RETIREES – Are you looking to establish a legacy for your children and grand-children? We offer products and services that will help you position your estate to do what is most important to you.
If your goal is to work together with people who genuinely care about you, build your net worth, reach your financial goals, protect your family’s future, or protect your business earnings, contact us today.