A Q&A with Mark Satkoski, Midwest Capital Advisors, on how Builders Exchange of Michigan members can build their wealth and the special discounts they receive!

Builders Exchange of Michigan: What should our members know about Midwest Capital Advisors?

Mark Satkoski: Midwest Capital Advisors (MCA) is a West Michigan based SEC-registered investment advisors with two primary business services. First, we serve individuals/families with their financial planning and investment management needs. In particular, we specialize in helping those preparing for and transitioning into retirement, guiding them with cost-effective and tax-sensitive retirement income strategies.

We are also a leader in providing company-sponsored retirement plan management services to over 60 employers, primarily in West Michigan, including members of the Builders Exchange of Michigan. We are known for helping employers create operational efficiencies with their plan while preparing their employees for a confident retirement transition.

 MCA is an independent, fee-only firm with no ties to or compensation received from a bank, brokerage firm, mutual fund company, or insurance provider. Not unlike a bid for a construction project, we provide a professional service for a transparent fee. We act in a fiduciary capacity with all our clients (and always have), so you’ll know your interests are first. Whether it is preparing for retirement or managing an employer-sponsored plan, investing can be stressful and full of emotion. We educate our clients and empower them to confidently make informed decisions leading to positive outcomes.

 

BX: How does MCA benefit Builders Exchange of Michigan members? How does it help build their business and benefit their company?

MS: There is no shortage of data demonstrating the link between financial health and employee performance. Now more than ever, employees are looking to their employer for assistance with financial wellness, preparing for retirement, and successfully transitioning into retirement. Not only can assisting your employees to improve their path toward a successful retirement, but it will also improve the company’s bottom line as well. A well-crafted retirement plan benefit and financial wellness program often lead to a decrease in turnover and an increase in productivity – true cost savings. At MCA, we partner specifically with companies with a paternalistic approach to helping their employees prepare for retirement.

 

BX: What additional discounts or special rates are available to members who sign up that non-members do not receive?

MS: Any member of the Builders Exchange of Michigan that contacts Midwest Capital Advisors and mentions the Builders Exchange will receive:

  • Individuals will receive a complimentary discovery meeting with one of MCA’s CERTIFIED FINANCIAL PLANNER™ Professionals. This educational meeting will help identify initial steps to take to improve your personal retirement picture.
  • Employers will receive a complimentary discovery meeting with one of MCA’s Accredited Investment Fiduciary’s (AIF™). This educational meeting will help identify initial areas of opportunity to improve your retirement plan benefit offering, which can include cost savings, improved investment selection, increased fiduciary protection, and enhanced employee engagement, among others.

 

BX: How does the Builders Exchange of Michigan bring value to Michigan’s construction community?

MS: By connecting various companies and communicating relevant data, the Exchange has brought new opportunities for countless organizations in West Michigan. The growth in the construction community in West Michigan has no doubt been positively impacted by the Exchange bringing members together. Builders Exchange is not building structures, but building relationships.

 

BX: What value have you found working with the Builders Exchange of Michigan?

MS: While our firm is not directly involved in the construction industry, our working relationship with Builders Exchange has garnered us valuable connections. We partner with several Builders Exchange members and have witnessed their successes first-hand. It has been a privilege to work with the Builders Exchange of Michigan and witness how much good they do for our construction community.

 

Mark Satkoski, CFP®, AIF®

Mark Satkoski, CFP®, AIF®

Principal

Ready to get started? Contact Mark Satkoski at 616.454.9600