William Macknis, Financial Services Rep, Creative Financial Group

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United States
Newtown Square, PA
William Macknis, Financial Services Rep, Creative Financial Group

Life Insurance, Disability Income Protection, Long-term Care Insurance, Estate Conservation, and Business Succession Strategies, Retirement Planning

I am licensed to sell insurance and securities in: PA, MD, NJ, FLA, CA, and DE. I am a registered representative of and offer securities through MML Investors Services, LLC. Member SIPC (www.SIPC.org). 16 Campus Blvd. Newtown Square PA 19073, 610-492-7254

06/10/2026

Women often navigate longer retirements, evolving career paths, and unique financial responsibilities. How will your savings support your next chapter? Book an appointment to review your retirement strategy and make a plan that works for you.

06/09/2026

American couples who reach age 65 have a chance of one or both members living almost 20 years longer on average. Let’s talk over your retirement plan and make sure it can go the distance.

06/08/2026

Even if you’re not planning to sell, knowing your business’s value matters. Valuation helps with many aspects of running your company, including financing, buy-sell agreements, and insurance planning. I can help you think through planning needs and when to involve a credentialed appraiser for a qualified valuation.Let's connect.

05/26/2026

It’s also a chance to realign your financial foundation. If you’ve started a new role, let’s revisit your benefits, update your protection strategy, and help ensure your progress is supported at every stage.

05/25/2026

Your business is likely your biggest asset, yet many small business owners don’t think of it that way. Check out this recent study that explores owner mindsets and key considerations to ensure your business is working for you.

05/20/2026

70% of simulated “retirement plan failures” happen within the first 5 years due to the sequence of returns*. Pairing growth with reliable income can help your retirement plan stay on track. Let’s go over your options.

05/18/2026

Whether you’re renovating a home, considering a business opportunity, or just need extra flexibility with cash flow, there are ways to access funds without selling your investments. Several approaches are available, and understanding liquidity options can help keep long‑term goals in view. Let’s connect.

05/12/2026

Your income supports the life you’re building, whether you’re chasing career milestones, planning caregiving, or working toward future goals. During Disability Insurance Awareness Month, let’s meet to discuss an income‑protection strategy.

05/11/2026

If you can’t work, will your business still be able to generate cash flow? Having a strategy for protecting income during illness or injury is critical to keeping your business running and your finances on track.

Let’s explore ways to help protect you.

05/06/2026

Steady income can help retirees feel more comfortable spending and avoid costly mistakes. Let’s talk about how guaranteed income can help build confidence in your plan.

Address

16 Campus Boulevard, Newtown Square
Newtown Square, PA
19073

Telephone

+16104927254

Website

http://www.1creative.com/

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