Todd C. Macke| CFP®
Macke Financial Advisory Group, Inc.
- Financial Planning
- Retirement Planning
- Investment Management
- Wealth Management
- Portfolio Management
- Tax Planning
- Estate Planning
- Education Planning
- Asset Management
- Alternative Investments
Fort Myers, FL 33907
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
Mr. Macke has practiced comprehensive financial planning since 1986. For 10 years he was affiliated with a national financial planning broker/dealer firm. In 1996 he became a fee-only financial planner and established Macke Financial Advisory Group.
Todd is a member of the fee-only National Association of Personal Financial Advisors (NAPFA), where he has served in several positions.
- NAPFA Consumer Education Foundation 2007-2009
- National Board of Directors 2007-2008
- National Board of Directors 2005-2006
- South East Region President 2003-2004
- South East Region Member, Member at Large/Conference Chair 2002-2003
Since 2006, Todd has been involved with the Lee County Habitat for Humanity. He volunteers his time to teach the financial education classes that each individual must complete to be eligible for a Habitat home.
He remains active in the financial industry by continuing his education through his attendance at numerous local and national conferences and conventions.
As Founder and President of Macke Financial Advisory Group, Todd provides a wide variety of financial services for a diverse clientele nationwide.
In addition to Mr. Macke, the Macke Financial Advisory team includes Charlotte Dearborn, Registered ParaPlanner and Chief Operating Officer. Charlotte is responsible for client services, technology and information management, financial planning, compliance and miscellaneous office duties.
As President of Macke Financial Advisory Group, Mr. Macke insists on maintaining a quality business. Recognizing that there are a number of elements necessary to create a highly efficient and productive firm, he believes in continually upgrading to the most recent technology, so that the most current knowledge and resources are readily accessible. In addition, Mr. Macke strongly supports investing in human resources. Not only are all employees encouraged to complete continuing education classes, but also he believes in the value of increasing his abilities through education via classes and conferences.
More importantly, Mr. Macke believes that the quality treatment and service of his clients should be his primary consideration. Therefore, he believes that there would be a "conflict of interest" while working on commission. For this reason, he provides advice on a fee-only basis, and attempts to exceed the traditional expectations of his clients by improving the financial advisor quality of service.
While a number of his clients are retirees or individuals headed towards retirement, he provides financial advice for people of all ages. In the past, he has assisted with the purchase negotiations of automobiles; the interview process of real estate agents; and the evaluation of a variety of locations, including nursing homes, rental properties, and houses. Ultimately, Mr. Macke highly values his advisor/advisee relationship with his clients, and for that reason many of his clients are not temporary, but life-long clients who quickly become members of the Macke Financial Advisory Group family.