MFG Office – Jackson Hole, WY

Beautiful Jackson Hole, Wyoming features another Mack Financial Group partner office. William “Bill” Maloney is the Director the MFG Partner’s Jackson Hole Office in Teton Village. Bill began his career in financial services in 1968 with a regional investment firm in Pittsburgh. After holding several positions including investment strategist and investment banking, Bill took early retirement in 1992. He and his wife moved to Jackson Hole and have called it home ever since.

Bill stayed involved in multiple business ventures including asset management, private equity, venture capital, and life insurance consulting. Bill served as a consultant for another M Financial firm until it was acquired by Prudential. He then was introduced to Richard Mack in the winter of 2013. The two share similar business philosophy, and after many conversations decided that working together would be a good fit.

“The decision to join with Mack Financial has been a really good one. It is not often that one has an opportunity to work with a business model that combines highly proprietary, customized financial solutions at a significantly lower cost to the client.” – Bill Maloney

William “Bill” Maloney

Director Jackson Hole Office

[email protected]

800.242.8610

MFG Insider

Advisors’ Corner – August 2016

Our Focus

For many affluent families what was once routine has become increasingly complex. Often, the last time a new client had their wealth transfer and insurance plans reviewed was when they were first established. We believe in systematic reviews of our clients’ wealth transfer and estate planning goals.

Whether the goal is multiple generational estate planning, simplified legacy planning, charitable planning or long term care planning, we can provide clarity and direction to the process.

We help families build and sustain their legacy for multiple generations. Life insurance often plays a vital role in the process yet too often it is a “one and done” solution. The process of obtaining, implementing and managing life insurance can often be complicated and frustrating. Our team can recommend practical and understandable solutions to bring certainty to the process.

Compensation plans for key executives are increasingly important. Designing, implementing, and managing effective benefit and retirement programs for top executives and professionals is something we do well.

Whether it’s high income disability insurance, specialized life insurance, qualified retirement plans or supplemental retirement programs, we have unique solutions for unique people.

Compensation plans for key executives are increasingly important. Designing, implementing, and managing effective benefit and retirement programs for top executives and professionals is something we do well.

Whether it’s high income disability insurance, specialized life insurance, qualified retirement plans or supplemental retirement programs, we have unique solutions for unique people.

Our Services

We provide advice, service and products for:

William P. Maloney

Jackson Hole, Wyoming

800.242.8610

[email protected]m

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