Clare Macheca

Clare Macheca

Financial Representative

Phone: (314) 800-1155
Fax: (314) 800-1166
E-mail:

A PROFILE
After many years in the financial world, 29 of which have been as a financial representative, Clare is at ease with people from all walks of life and at all levels of influence, including CEOs, company presidents and small business owners.

As the creator of the original "Do-It-Yourself Financial Planning" seminar (A how-to seminar revealing many of the methods used by financial advisors) she has, since 1986, made presentations for companies such as Monsanto and AT&T, Rotary Clubs, Church Groups, Schools...attracting executives, entrepreneurs and individuals from all walks of life.

Clare Macheca's Approach to Wealth Building is Unique.

Unlike many financial consultants, Clare believes that: The FIRST step to building wealth is to focus on the simple concept of discovering dollars that clients may be transferring away unknowingly and unneccssarily. She demonstrates how these lost dollars, over time, can cost individuals thousands of dollars in their quest to build wealth. Once these dollars are discovered, they can then be redirected to investments, increase one's lifestyle, help support college, reduce debt...

Clare is someone you want to know and have on your team, especially when you want to...

  • Take an active, responsible role in working with strategies to increase wealth.
  • Do "Critical Thinking" defined as: To think for yourself, not just rely on others to think for you, Challenge the status quo, Analyze in depth the Pros and Cons of insurance and investment holdings, Discover New Information.
  • Utilize a sophisticated planning program (The Leap System) at no cost, to organize, analyze, track and understand your financial life in one highly visible display. The program allows you to review and understand financial issues under a variety of economic conditions to help you make critical decisions.

Consider issues such as:

  • Discovering transfers of money that are being spent unknowingly and unnecessarily.
  • Retirement Funding: Are you on schedule to retire at age ___?
  • Your retirement funds: "Will they last, understanding that retirement will be the longest vacation you will ever take?"
  • Exploring how to "Spend and Enjoy" ALL of your accumulated wealth during retirement and still "Pass Your Wealth On."
  • The pros and cons of Charitable Giving as a Retirement Strategy.
  • Obtaining a second opinion about your investment portfolio. Due to Clare's experience in the investment world managing $100,000,000 for clients, many revealing aspects may be brought to the surface.
  • Is there a way to reduce investment fees for greater returns?
  • Which mortgage option is right for you?
  • How to add protections for your assets against lawsuits, taxes and inflation.
  • Is it better to lease or buy a car?
  • Using Whole Life Insurance as an asset class in your portfolio.
  • Buy — Sell Funding for Business Agreements.

 

A  PHILOSOPHY  OF  DOING  BUSINESS
 
If one thing sets Clare Macheca apart from other financial analysts and consultants, it is her singular approach to responsible,
individualized client service:

"I believe, that as a financial representative, my position is twofold: 
1) to communicate to individuals the importance of anticipating the future in order to take on the responsibility for personal financial security and
2) to share the tools, the information, and the strategies available to achieve it."


Clare H. Macheca

EXPLORE WEALTH