Your Financial Partner for life

We are interested in establishing a long term partnership with our clients to help them achieve their financial goals in life.

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Investment Management

We review and analyze your situation, to assess how much income can be provided from each income source. We consider your personal assets, workplace retirement plans (401(k), pensions, stock options, long-term incentive plans, etc.), IRAs/Roth IRAs, Social Security benefits, passive income or part-time income while working doing something you always wanted to do. Each source of income has unique tax, timing and investment options that, when a comprehensive plan has been established, may result in greater after-tax income. Our approach is to help you make informed decisions when managing complex strategies.

Wealth Planning

Wealth planning is an investment advisory service where we review the needs of clients using a consultative process. We gather information about the client’s objectives and unique situation, then we establish a personalized strategy that uses a range of financial products and services.

Tax Planning and Structured Settlements

An integrated financial plan needs to include a comprehensive tax strategy whether focused on retirement planning, education needs or the optimal ways to transfer wealth to future generations.
Periodic market changes due to changing interest rates, regulatory policy, economic conditions, geo political events can impact investment and wealth management plans, as can changes to tax policy. Our trained and experienced financial professionals will assist in building wealth management strategies to keep our clients on track to achieve the broader objectives over time.
Structured Settlements:
Our advisors work closely with law firms to establish structured settlements for their clients, particularly in cases involving personal injury, medical malpractice, or other legal claims.
This strong collaboration is essential to ensuring that beyond clients receiving fair and appropriate compensation their long-term financial well-being is secure. It combines legal expertise with financial planning to create a comprehensive solution tailored to client’s needs.

About Us

Client Focus

Our Vision

Our vision is to help clients plan for their future and pursue their financial goals. Through our comprehensive approach, we establish financial and retirement strategies that address both your short and long-term needs. We are independent advisors and our recommendations are always in the best interests of our clients based on needs.

Together, we strive to assist our clients in planning for their financial future while building a strong relationship. Contact us today to get started.

Our Mision

Regardless of where you are in your financial or retirement planning journey, our mission is simple: to assist you in building a solid financial plan to leverage future growth opportunities while preserving your wealth over time.

Our Service

What Service We Offer

We provide Financial advisory services encompass a suite of professional offerings designed to assist individuals, businesses, or institutions in managing their finances, planning for the future, and achieving specific financial objectives. These services cover a broad range of areas, including financial planning, investment management, retirement planning, estate planning, tax planning, risk management, and more. Here’s a concise summary:

Financial Planning and Investment Management

Financial Planning:
Creation of comprehensive plans tailored to clients’ financial goals, covering budgeting, savings, investments, retirement, education, tax, and estate planning.
Investment Management:
Optimization and management of investment portfolios based on risk tolerance, time horizon, and financial objectives.

Retirement and Estate Planning

Retirement Planning:
Analysis and strategies to ensure financial security during retirement, including pension analysis, Social Security optimization, and retirement income planning.
Estate Planning:
Management and transfer of wealth while minimizing tax implications through wills, trusts, asset titling, and beneficiary designations.

Tax Planning, Risk Management and Insurance

Tax Planning:
Optimization of financial decisions to minimize tax liabilities, encompassing tax-efficient investment strategies and income tax planning.
Risk Management and Insurance:
Protection against financial risks and uncertainties through insurance needs analysis, policy review, and recommendations.

Debt Management and Education Funding

Debt Management:
Responsible management and reduction of debt through consolidation, analysis, and strategies for debt reduction.
Education Funding:
Preparation for education costs through strategies such as 529 plans and education savings accounts.

Cash Flow Management and Employee Benefits Planning

Cash Flow Management:
Optimization of income and expenses through budgeting, expense tracking, and cash flow analysis.
Employee Benefits Planning:
Maximization of employer-provided benefits, including retirement plan analysis and stock options planning.

Specialized Financial Planning and Business Financial Advisory

Specialized Financial Planning:
Tailored solutions for unique circumstances, such as divorce financial planning, business succession planning, charitable giving, and special needs planning.
Business Financial Advisory:
Financial guidance for businesses, covering areas like business valuation, financial analysis, succession planning, and employee benefits consulting.

Who We Are

About Us

At Financial Partners, LLC we pride ourselves on being a trusted partner in your financial journey. With a commitment to excellence and a client-centric approach, we strive to empower individuals and businesses to achieve their financial goals.

Our Mission

Our mission is to provide personalized and comprehensive financial guidance that goes beyond numbers. We aim to foster long-term relationships built on trust, transparency, and a deep understanding of our clients’ unique aspirations.

Core Values

Integrity: We uphold the highest ethical standards, ensuring that our clients receive honest and transparent advice.
Expertise: Our team of seasoned financial professionals brings a wealth of knowledge and experience to every client interaction.
Client-Centric: Your financial success is our top priority. We tailor our services to meet your specific needs and aspirations.

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Our Team

Meet With Professional Team

Michael T. Makaila Financial Advisor

Michael is a financial professional and founder of Financial Partners, LLC. Mike’s extensive knowledge, education, and experience enable him to effectively create unique and personalized solutions to help his clients achieve their financial goals. Building long-term relationships with clients and assisting them in securing their financial future is a primary focus.

Education: Bachelor’s Degree in Business Administration from LaSalle University

Financial Designations and Exams: FINRA – SIE and Series 7 (General Industry/Products Exam), Series 66 (State Securities Law Exam), PA Resident Producer Individual – Lines of Authority: Accident and Health, Life and Fixed Annuities, Variable Life/Variable Annuity

Professional License: Certified Public Accountant (CPA), Commonwealth of Pennsylvania ▪ License CA033610L (Active)

Membership: Member of the American Institute and Pennsylvania Institute of Certified Public Accountants