Services

Makkai Capital Group employs an independent business model and operates under a fiduciary standard of care. This independent model gives us the ability to offer services based solely on the merits of reaching client goals. We have no proprietary investment products and no mandated sales quotas. We do have access to investments and insurance products through national providers so that we can help our clients on their journey to financial success. An important part of business is competition. We embrace the fact that our clients are valuable, and they have many options when it comes to financial management. As a result, we believe we have both effective solutions and competitive pricing to offer value to clients who choose to work with us.

Investments

Our clients have many different investment objectives. These include growing wealth, generating sustainable income, protecting capital and effectively distributing assets to family and charities.

Financial Planning

Financial plans map out your journey to various goals such as retirement, paying for college, distribution and cash flow planning and reducing taxes. We evaluate and coordinate your resources to help pursue some of the most important goals in your life.

Insurance

We believe insurance, and the potential protection it provides is critical to a successful financial plan. We have relationships with hundreds of insurance carriers to help us provide the best coverage and price for your specific situation. The lines of insurance we offer include life, disability and long-term care.

Charitable Giving

Life is more fulfilling when you can use your resources to help others. Whether it means providing education for family members or supporting causes in the far reaches of the world, we can establish giving strategies and reduce taxes so you can make a difference.

Estate Planning

You want to make sure your assets are used for the people and purposes you intend. It is also important to reduce taxes. This can be done by simple things like updating beneficiary designations and having correct account registrations. We can also work with your existing attorney, or refer you to an expert, to help establish complex strategies involving wills, trusts and corporate entities.

Business Owners

We work with owners of both small and large businesses to help build and create strategies to help protect value for their companies, employees and families. Services include retirement, benefit, and executive compensation plans. We also assist with tax reduction strategies and succession planning.

“There are no traffic jams along the extra mile.”

- Roger Staubach

Services

Investments

Financial Planning

Insurance

Charitable Giving

Estate Planning

Business Owners

“There are no traffic jams along the extra mile.”

- Roger Staubach

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Services

Investments

Financial Planning

Insurance

Charitable Giving

Estate Planning

Business Owners