Who We Are
Employees of Mackensen & Company come from various educational and experiential backgrounds. Besides providing our clients with a concierge level of service, we are also parents and grandparents, volunteers for non-profit entities, and actively involved citizens in our communities. We draw on these experiences to provide our clients a deeper understanding of financial matters at each stage of life and in each unique situation. In other words, we practice what we preach to our clients: True happiness comes from giving back more to society than we are receiving.
Our employees are held to these high standards of conduct:
- the Certified Financial Planner (CFP) Code of Ethics
- the CFP Practice Standards
- the CFP Rules of Conduct
- the CFA Institute Code of Ethics and Standards of Professional Conduct
- the National Association of Personal Financial Advisors Fiduciary Oath
We use state-of-the-art technology to support our clients’ needs and to communicate effectively and frequently with our clients.
Navigating a Clear Course
Our logo is a sextant, a device long-used by merchant mariners to
navigate the seas. Establishing a fix using a sextant requires skill.
The celestial bodies need to be clearly identified, a good horizon must
be visible, and an accurate timepiece must be available. Using a
sextant, the altitude of a star, a planet, the moon, or the sun is
measured and the precise time is noted. Ideally, three altitude
measurements of different celestial bodes are taken. The observations
are then plotted to establish a fix. Knowing the ship’s accurate
position, a course may be set for the destination.
The sextant
symbolizes the long-term nature of our financial planning work. We
need to get a fix on where you are today (your net worth statement), we
learn about your goals (the destination) and we chart a course to get
you there (a cash flow statement that includes income, savings and
expense components). As the journey progresses, we help you with
mid-course corrections to counter currents that take you off course.