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The Mactas & Alper LLC Experience

Phase 1:

The Mactas & Alper LLC “experience” begins with our thought provoking questions designed to elicit a deep understanding of the individual’s and families’ values, needs and wants. We offer powerful solutions to help with your concerns:

  • Control of Financial affairs
  • Financial Independence
  • Family dynamics, relationships and special needs
  • What matters most to each family member
  • Philanthropic desires

Phase 2:

We will then design a financial strategy to help achieve your desired objectives in the most tax efficient and cost efficient manner. This approach will include a number of alternatives so that you may consider which option best fits your specific goals. We at Mactas & Alper LLC do not limit ourselves to only the common and traditional approaches to wealth optimization.

Phase 3:

After we review the alternatives with you and your advisors, you will decide which option is most suitable to help meet your objectives. We Mactas & Alper LLC pride ourselves in our keen ability to coordinate the implementation of your financial strategy in the most time and cost efficient manner, making it a satisfying and rewarding experience.

Why Mactas & Alper LLC?

  • Exclusive, referred group of clients
  • Offer creative and innovative strategies only after we discover what matters most to you
  • Proactive philosophy
  • Dedicated and talented professionals and support personnel
  • Effective implementation  

Mactas Alper LLC offers a wide range of insurance products designed to provide you with the flexibility you’ve been searching for. Our firm makes choosing the right products for your unique situation easier than ever before. Backed by years of industry experience, and with access to a network of provider resources, we are well-equipped to guide you through a complex, changing world of risk and opportunity.