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Welcome to Mackensen & Company
Mackensen & Company is an independent, fee-only financial planning firm in Hampton, New Hampshire.
Clients seek our expert guidance when faced with these life planning questions:
- Am I saving enough for my retirement? What about Social Security?
- Have I accumulated enough assets to retire comfortably? What about tomorrow's unknowns?
- What should I do with my 401(k), 403(b), 457, SEP, Keogh, IRA, Roth, profit sharing or pension rollover?
- How much can I safely take out of my retirement funds? What about inflation?
- Am I saving enough for my children or grandchildren's private school or college educational needs?
- How do I handle an inheritance or sudden wealth from an aging parent or other relative?
At Mackensen & Company, we tailor our services to each client's unique needs and stage of life. Our holistic approach to financial planning means we review all aspects of a client's situation to ensure complete financial integration and peace of mind. Our services include:
- Identifying your goals & objectives
- Developing an asset allocation & ensuring diversification
- Creating an Investment Policy (investment road map)
- Investment management (stocks, bonds, mutual funds)
- Rebalancing investment portfolios
- Management of day-to-day cash flow and discretionary expenses
- Preparing comprehensive financial plans
- Planning retirement income and systematic withdrawals
- Calculating retirement fund withdrawal rates
- Computing required minimum distributions from IRAs
- Addressing health care needs and long-term care issues
- Analyzing and planning for educational needs
- Developing tax strategies and preparing tax returns
- Creating stock option exercise strategies
- Creating wealth preservation legacies and talking to parents
- Reviewing estate plans for thoroughness and completeness
- Establishing trust accounts and charitable giving strategies
- Creating trusteeships
We are fiduciary advisers who provide ethical, objective advice. We do not sell financial products. We do not accept commissions or fees from third parties. We represent our clients' best interests at all times. Our clients include individuals, small businesses, profit sharing plans, trusts, estates and charitable organizations. Our goal is to provide our clients the opportunity to follow their retirement dreams with passion.
We help you navigate a clear course toward your financial security.
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