Florida Financial Planners - Macro Money
Macro Money Concepts
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Friday, January 19th, 2018

Our Firm

At Macro Money Concepts, we believe in family values and a strong work ethic.  We believe that customer service is the key to a successful business and great relationships.

 

Chuck Macro MoneyChuck has been in the financial services business for more than 30 years. Originally from Connecticut, Chuck moved to South Florida in 1989.  Chuck attended the University of Connecticut and served with the United States Navy.

Chuck is a Certified Estate Planner (CEP) and a Registered Financial Consultant RFC).  He has a life and health insurance license and has had his own company since 1989.  He specializes in a “macro-economic” planning process that educates, counsels and guides clients through the maze of financial information to help them reach their maximum financial potential.

Chuck is married to Tami and has two children, Courie and Kellie, and four grandchildren Jared, Vada, Asher and Aria.

 

 

 

Tami Macro MoneyTami entered the financial services business in 1996 as a lead underwriter in the brokerage arena.  She joined Macro Money Concepts in 2000 when she and Chuck were married.  Her experience in the processing of new business from submission to delivery and then as an Assistant Underwriter, makes her a valuable asset to the company.  She is currently responsible for client services and the overall operation of the company.

A California native, Tami moved to Florida in 1986.

 

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Financial Planning - Wealth Management - Estate Planning - Asset Protection - Term Insurance - Annuities - LEAP  
Orlando - Melbourne - Vero Beach - Stuart - Ft Lauderdale - Miami

 

© Macro Money Concepts     |     Ph: (772) 419-0050 or (561) 744-7516     |     Fx: (772) 286-7166     |     E-mail Chuck     |     E-mail Tami    |   Email Robyn


2684 SE Willoughby Blvd.     |     Stuart, FL 34994