Take control of your financial journey by educating yourself, guiding yourself, and finding peace of mind — while also defining your own “brand” for life.
Step 1
What’s the outcome I desire, what do I want to happen?
What do I want my financial future to look like?
Do I want security, freedom, a legacy for my family — or all three?
How do I want to feel about money 10, 20, or 30 years from now?
Step 2
What actions do I need to take for that to happen?
What steps should I take today to move closer to that outcome?
Am I setting aside enough for retirement?
Do I need to protect my family with life insurance or Medicare planning?
How can I make smarter decisions with the resources I already have?
Step 3
What do I need to learn to make it happen?
What financial knowledge do I need to gain to make confident decisions?
Do I understand the tools available to me — like annuities, IULs, or Medicare options?
Who can I trust to guide me through these choices so I don’t make mistakes?
If you’re looking to protect your future, plan for retirement, and create lasting peace of mind, it’s undoubtedly with Mac.
At PlanwithMac, we believe financial security shouldn’t be complicated. Led by Mac Mills, a licensed Life & Health professional, our mission is to help individuals and families make confident decisions about their future.
We specialize in Annuities, Indexed Universal Life (IUL), Life Insurance, and Medicare solutions, tailoring each plan to fit your unique needs and long-term goals. Whether you’re preparing for retirement, protecting your loved ones, or looking for smart ways to grow your legacy, we guide you every step of the way.
What sets us apart is our commitment to clarity and trust. We take complex financial products and explain them in plain language, so you understand exactly how your money is working for you. Our approach isn’t about sales — it’s about creating a roadmap or a brand that gives you peace of mind today and security for tomorrow.
Expanding futures, safeguarding legacies, simplifying retirement planning
Whether you're exploring annuities, IULs, life insurance, or Medicare, scheduling a free 30‒minute call, downloading a guide, or requesting a personalized quote helps turn curiosity into confidence — and "one of these days" turns into lifelong clients.
free webinar
5 Smart Ways to Make Savings Work
Most people know they should be saving… but few actually understand how to make their money work harder for them. That’s where this live bi-weekly class comes in.
In just 30 minutes, you’ll uncover:
1) The difference between saving and growing your wealth
2) How to protect your money from inflation and market downturns
3) Smarter ways to use tax-advantaged accounts
4) Strategies to safeguard your retirement income
5) And the one step you can take today for your future self
30-minutes call
Your future deserves attention, not hours — 30 minutes is all it takes.
No commitment
Zero commitment required — learn at your pace, decide when it’s right.
Flexible schedule
Morning, afternoon, or evening — we adapt to your schedule, not ours
Frequently asked questions
No confusion, no jargon — just honest answers to everyday financial concerns
What is an annuity and how does it work?
An annuity is a financial product designed to provide guaranteed income during retirement. You make contributions (either in a lump sum or over time), and in return, the annuity pays you a steady stream of income — often for life.
What’s the difference between life insurance and an IUL?
Life insurance provides financial protection for your family if something happens to you. An Indexed Universal Life (IUL) policy goes a step further — it offers both life insurance protection and the ability to grow cash value linked to stock market indexes.
When should I start planning for Medicare?
It’s best to start reviewing your Medicare options at least 6 months before turning 65. This gives you time to understand Parts A, B, C, and D — and decide whether supplemental coverage is right for you.
How do I know if an annuity is right for me?
An annuity may be a good fit if you want predictable, reliable income in retirement and protection from outliving your savings. It’s not one-size-fits-all, so we’ll review your goals together before making recommendations.
Do I need a long-term financial plan, or just insurance?
Insurance products protect your family, but a long-term financial plan ensures your retirement is secure, your healthcare costs are manageable, and your legacy is preserved. At PlanWithMac, we help you combine both.
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