Mark C McMachan, CFP®, ChFC®, CLU®
Wealth Management Advisor


Congruent Advisors

"Mark McMachan is a catalyst INSPIRING our community to become the most financially secure in the WORLD. Serving ONE PERSON, ONE FAMILY, ONE BUSINESS at a time. EVERY LIFE MATTERS!"

My Mission

Mark McMachan's mission is to improve the quality of people's lives by giving them peace of mind financially. Mark McMachan strives to impact our community by creating peace of mind and financial freedom to individuals, families and businesses. The benefit to Mark McMachan's clients is that it allows them to launch their dreams, finance the education of their kids, allowing them to stay fully engaged in their own lives, their own family, their own businesses, knowing that as they work hard, their plans are working hard as well! Every life Matters!

The Northwestern Mutual Difference

We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.

  • Best Life Insurance Company ranked by NerdWallet, 2019 to 20201
  • AAA, Aaa, and AA+ the highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1©2017-2020 and TM, NerdWallet, Inc. All Rights Reserved.

2Northwestern Mutual continues to have the highest financial strength ratings awarded to any U.S. life insurer by all four of the major rating agencies: A.M. Best Company, A++ (highest), April 2020; Fitch Ratings, AAA (highest), August 2020; Moody’s Investors Service, Aaa (highest), December 2020; S&P Global Ratings, AA+ (second highest), June 2020. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3Measured by 2020 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, April 2021.

Here’s How Tax Brackets Work

Tax brackets can be confusing but we can help explain how you can use them to estimate your tax bill. Read more here.

Steps for Financial Planning Throughout Your Life

Anyone can benefit from a mapping out a financial roadmap that shows you how to reach your financial goals. Read more here.

How Much Money Do You Need to Live Comfortably in Retirement?

The answer is different for everyone so your plan should focus on setting up the income you’ll need. Read more here.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck