"Just as a bridge enables you to travel safely from one side of a river to another; Mackinac Strategies' mission is to serve as your bridge to cross over and transition safely from your working life to your retirement life."

Mackinac Strategies is a full-service retirement and strategic planning firm serving Ventura County and the San Fernando Valley.


We have professional affiliations with CPAs and attorneys, specializing in Estate, Divorce, and Tax Planning Services.


Our emphasis is onTax-Efficient Retirement, Estate, Social Security, and Medi-Cal Planning as well as Business Succession Strategies to assist individuals and businesses in achieving their lifetime objectives.


We help our clients understand and manage risk, maximize benefit programs, minimize taxes and enhance net worth.


Mackinac Strategies is not all things to all people; We are all things for some people. Call us today to see if we are a good fit for each other.

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