Most People Have the Pieces
Few Have Solved the Puzzle

We ALIGN your goals, investments, taxes, and legacy
so you can stop wondering if it all adds up and start living like it does.

See How It Works

Retirement requires a different financial playbook.

You’ve done all the “right” things when it comes to accumulating. But you’re uncertain if what got you here will get you where you want to go next.

  • How can I be efficient with my taxes now and when I’m retired?
  • How do I turn my savings into income I can’t outlive?
  • How do I structure my investments to meet my current and future goals?
  • I can’t afford to get this wrong. What could I be missing?

How we help:
The ALIGN Method

Your goals, taxes and investments don’t exist in isolation — and your plan shouldn’t either.

See How It Works
The ALIGN Method: Goal-Driven Planning, Lifetime Tax Minimization, and Optimized Investment Management

Our Team

Serving clients since 2004, our team is built to coordinate your financial life, all in one place.

  • Fiduciaries

  • Team-Based Approach

  • CFP® Professionals

Meet The Team

Awards & Recognitions

Michael Macco has been named to the Forbes Best-in-State Wealth Advisors list for 2026

It's time to have an ALIGNed plan.

Here's how we get started.

01

Free Intro Call

A quick 15-minute call to learn about your situation and confirm whether ALIGN is the right fit for you.

02

Discovery Meeting

We take a deeper look at your goals, concerns, and what a successful outcome looks like for your family.

03

Strategy Meeting

We walk through a coordinated plan built around your goals, tax strategy, and investment structure.

04

Recommendation Meeting

We present our full recommendations, review fees and expectations, and give you time to decide on your terms.

Schedule Your Free Intro Call

Schedule Now

Hours
Monday - Thursday: 8am - 5pm
Fridays: 8am - 3pm
And by appointment

T 920-617-6830
F 920-617-6834
E: info@maccofinancial.com

1138 Main St
Green Bay, WI, 54301