M&A Retirement Solutions
M&A Retirement Solutions was founded as a division of M&A Prime Benefits, LLC, a firm with a 19-year history of exceeding expectations and serving business executives one on one in the employee benefits field. Over time, founder Dalton Mackey and managing partner Jason Mackey observed a growing need for business owners, physicians, and others of high net worth to find ways to adequately save for their own retirements—a challenge made more difficult by federal retirement rules.
Recognizing the potential of a new and innovative retirement vehicle in the form of Financed Planning™, they developed partnerships with key institutions and formed M&A Retirement Solutions to address the needs of those clients. Today M&A Retirement Solutions continues the proud tradition of M&A Prime Benefits of helping clients strengthen their businesses... and their own financial well-being.
Jason Mackey, CWPP, CBC
Managing partner of M&A Prime Benefits and M&A Retirement Solutions, Jason is a Certified Wealth Preservation Planner, a Chartered Benefit Consultant, and a licensed agent in group benefits. He is on the broker advisory board for several insurance companies and is a member of the Money Matters Advisory team; you can listen to him on Saturday mornings on 94.3 FM WSC, also broadcast worldwide on the web at www.943wsc.com. Prior to his work with M&A Prime Benefits, Jason served the nation as a member of the United States Air Force. Email Jason.
Dalton Mackey, CWPP, CBC
Founder of M&A Prime Benefits and M&A Retirement Solutions, Dalton is a Certified Wealth Preservation Planner, a Chartered Benefit Consultant, and a licensed agent in group benefits. He has served the advisory boards of many major insurance companies and continues to actively stay abreast of changes in the insurance industry. Prior to founding M&A Prime Benefits, Dalton enjoyed a successful career with CSX Transportation, a railroad company, for 20 years. Email Dalton.
Rick Durkee, LUTCF
Retirement income planning specialist Rick Durkee specializes in advising members of the baby boom generation who are looking forward to or already actively enjoying retirement. After 15 years of managing and training agents for Prudential Insurance, New York Life, and Metropolitan Life, in 2003 he returned to his original love of the financial services business and began helping his clients plan for longevity and adventure after the first stage of life and work. "It's extremely fulfilling to help people protect and preserve not just their own wealth, but also the future wealth of everyone they love," he says. He is the founder of Coastal Financial Planning Group and host of the Money Matters show; you can listen to him on Saturday mornings on 94.3 FM WSC, also broadcast worldwide on the web at www.943wsc.com. Email Rick.
