Succession Wealth Planning

"Mac and his team have exceeded our expectations, and continue to provide us with a sense of confidence as we make big decisions to plan for our future. We have always felt at ease with Mac from day one, and greatly value his honest advice, coupled with his professional wisdom that give us complete peace of mind."

"We’ve enjoyed working with Mac and Megan for many years. We have immense regard for their insight and advice of our investments and financial guidance in general. Mac and Megan are like family to us. They have integrity and a genuine interest in planning the best path for our future and ultimately, financial security for retirement. We couldn’t recommend SWP more highly!! Wendy & Stan S."

"Excellent evening. Great to see everyone and really felt the people were truly enjoying themselves. Food was great, hosts were wonderful and enjoyed every minute. Looking forward to the next one."

"Fantastic folks. I love working with Succession Wealth Planning. Mac and Megan are so warm and friendly and I highly recommend them."

"My family has been a client for over 10 years and could not be happier. We feel the advice and guidance we received from Greg has put us up for a stable and secure financial future. Very knowledgeable and professional team."