Wally Mackey, RFC, CSA
President, Sycamore Group, Inc.
Wally Mackey has been involved in retirement financial planning since May 1992. He started Sycamore Group, Inc. after living through his parents retirement fears, his mother’s nearlyfour-year nursing home stay, and his brother’s premature death. Through these experiences, he learned the value of good retirement planning.
Wally was raised in Warren, Ohio, and attended Bowling Green State University. He graduated with a bachelor’s degree in business administration and statistical mathematics. He pursed his profession after serving as a Naval Aviator, an airline pilot, regional vice president of marketing for a major bank, and multi-association executive director. He became his church’s treasurer and Sunday school teacher during his 20 years in the Chicago area. Today, he and his family reside in Tampa, Florida; and he regards his work a calling to teach retirees about demographic economics.
Harry S. Dent Advisers Network, Charter Member, Master Certification: Unique network of financial advisers licensed to present Economist Harry S. Dent research; the predictable impacts of the birth and aging of new generations, technological, and social changes that influence our lives, investments, lives, and businesses over time. For details and to verify adviser’s listing, go to www.hsdent.com.
International Association of Registered Financial Consultants: The Registered Financial Consultant (RFC) is a professional designation awarded to those financial advisors meeting the high standards of education, experience and integrity. The comprehensive examination covers a wide range of subject matter; including principles of personal finance, annuities, securities, investments, asset allocation, and estate planning.
Society of Certified Senior Advisors: A Certified Senior Advisor (CSA) is a professional who has completed a rigorous course of instruction in the concerns facing seniors. This course is taught by a nationally recognized panel of experts in social work, law, medicine, gerontology, geriatrics, and financial planning. A Certified Senior Advisor has passed a comprehensive examination. To maintain good standing, a Certified Senior Advisor must adhere to a Code of Professional Responsibility. When you choose a professional who has earned the CSA designation, you can be assured that you’re working with someone who has committed to the issues that are important to you. Certified Senior Advisors have supplemented their individual licenses, credentials and education with knowledge about aging and working with seniors. Know what those licenses, credentials, and education signify. The CSA designation alone does not imply expertise in financial, health, or social matters. For details, go to www.csa.us.
National Ethics Bureau: All NEB members have successfully passed our annual seven-year background checks for criminal, civil, and business violations. For details on NEB membership standards and disqualifying violations, please call 800-250-1831 or go to www.ethicscheck.com.
AdvisorCheck: AdvisorCheck provides Consumers with unbiased information to promote hones practices by advisors in the financial services industry. AdvisorCheck runs a comprehensive series of background checks. For a free report on Wally Mackey’s background, call 877-566-9347 or go to www.advisorbackgroundcheck.com.
The Financial Planning Association: FPA’s individual members include financial planners, many of whom hold the CFP certification or are pursuing CFP certification. Other individual members include practitioners such as accountants, attorneys, bankers, charitable giving specialists, insurance agents, stockbrokers, money managers, investment consultants, broker-dealer and corporate executives, and others who champion the financial planning process. Go to www.fpanet.org for details.
Better Business Bureau of West Florida: BBB members are businesses and firms which meet tough BBB standards and agree to follow the highest principles of business ethics. Sycamore Group, Inc. has an A+ rating. Go to www.bbbwestflorida.org or call (800) 525-1447 for details.
Florida Department of Financial Service: Agent license #A161717. www.fldfs.com