Financial Planning
At Victor Mackliff Group, we provide tailored financial planning solutions to help you navigate today’s financial challenges and secure a brighter future.
Whether you're planning for retirement, managing risk, or growing your wealth, our comprehensive approach ensures your goals are met with confidence and clarity.
What we Offer
FINANCIAL PLANNING SOLUTIONS
Risk Management
Secure your future with customized life insurance plans that provide the right coverage for your family’s unique needs.
Annuities
Achieve financial stability with tax-deferred growth, reliable income, and wealth accumulation tailored to your retirement needs.
IRAS
Explore Roth, Traditional, and Self-Directed IRA options to optimize your retirement portfolio and gain greater financial control.
401Ks
Establish or refine comprehensive employee benefit plans that align with tax regulations and maximize retirement savings for both employers and employees.
Personal Plans
Receive customized strategies and actionable solutions to meet your individual financial goals.
Rollovers
Seamlessly roll over your savings to an IRA for increased flexibility and better control over your retirement funds.
CALSTRS Maximization
Optimize your California State Teachers’ Retirement System benefits with personalized strategies designed to secure your financial future.
Law Enforcement Pension Maximization
Maximize the benefits of your law enforcement pension plan with expert guidance tailored to your retirement goals.
WHY CHOOSE US
Build a Strong Financial Plan
We develop dynamic financial strategies to help you achieve your goals and enjoy a stress-free life.
Choose the Right
Financial Advisor
Partner with a trusted advisor who specializes in your unique needs, ensuring personalized and effective solutions.
Secure Your Future
Invest with confidence using retirement-focused strategies to maximize your savings and employee benefits.
Dedicated Support
Our experienced team is here to provide ongoing guidance and support, whenever you need it.
Life Insurance
Comprehensive Risk Management for Life's Uncertainties
We take the time to understand your financial circumstances and long-term goals, ensuring the recommended life insurance plan aligns perfectly with your family's needs.
Customize and optimize your coverage with our expert analysis, helping you maximize benefits for peace of mind.
Live confidently, knowing your loved ones are safeguarded with a life insurance plan that works for you, not the other way around.
401(k) Plans
Build Wealth with Smart Retirement Planning
We offer a diverse range of 401(k) portfolios to meet individual and organizational needs—because there’s no one-size-fits-all solution.
Employers and employees benefit alike through tax advantages and long-term savings opportunities.
Start saving today to secure the retirement lifestyle of your dreams.
Annuities
Steady Income and Long-Term Growth
Reliable Income
Enjoy consistent payouts during retirement to ensure financial security.
Tax-Deferred Growth
Leverage tax benefits to maximize your savings potential.
Wealth Accumulation
Use annuities to grow your financial assets over time.
Independent Living
Retain financial independence with a steady, reliable income stream.
IRAs
Plan Confidently for a Strong Financial Future
Choose the right IRA to fit your retirement goals with our expert guidance.
Roth IRA
Gain tax advantages and select options tailored to your financial future.
Traditional IRA
Discover strategies to maximize returns while planning for retirement.
Self Direct IRA
Take control of your investments with our comprehensive support.
Pension Plans
Custom Strategies to Maximize Your Pension Benefits
• Personalized Solutions: Receive tailored strategies based on your financial needs and goals.
• Navigating Complexities: Navigate the complexities of pension plans with our expert assistance.
• Choosing the Best Pension Plan: From traditional pensions to 401(k)s, we guide you toward maximizing your benefits and securing your future.
Rollovers
Flexible Solutions for Your Retirement Savings
Our advisors help you identify the best options to roll over your old 401(k).
Maximize your savings’ potential by putting them to work in smarter ways.
Enjoy greater control and flexibility with your retirement funds.
CALSTRS Maximization
Optimize Your California State Teachers’ Retirement System Benefits
• Personalized Solutions: We analyze your financial situation and retirement goals to recommend tailored strategies that align with your CalSTRS benefits.
• Navigating Complexities: Our team simplifies the intricacies of CalSTRS, helping you understand the benefits and options available to you.
• Maximizing your Pension: Whether you’re planning for retirement or already receiving benefits, we guide you in leveraging CalSTRS to achieve the best possible outcome for your financial future.
Law Enforcement Pension Maximization
Optimize Your Law Enforcement Pension Benefits.
• Tailored Solutions: We assess your financial needs and retirement goals to provide personalized strategies that maximize your law enforcement pension benefits.
• Simplifying the Details: Our team helps you navigate the complexities of law enforcement pensions, ensuring you understand the benefits and options available.
•Maximizing your Retirement Plan: Whether planning your transition into retirement or optimizing current benefits, we provide expert guidance to secure the best financial future for you and your family.
Get Started Now
Schedule a Discovery Call & see how we can help!
1340 E Route 66, Suite 206 Glendora, CA, 91741
Financial Advisor License #4291463
Mortgage Advisor NMLS# 351219