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Makeba Financial
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Makeba Financial
About
Insurance
Annuities
Risk Planning
Team
Contact
CLIENT LOGIN
About
Insurance
Annuities
Risk Planning
Team
Contact
CLIENT LOGIN
6 Facts About Social Security
Jacoby Carpenter 11/19/24 Jacoby Carpenter 11/19/24

6 Facts About Social Security

Your Next Steps with Social Security

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MFG’s Key Takeaways for Medicare Planning
Jacoby Carpenter 11/18/24 Jacoby Carpenter 11/18/24

MFG’s Key Takeaways for Medicare Planning

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Are You on Track to a Reliable Retirement? 
Jacoby Carpenter 11/12/24 Jacoby Carpenter 11/12/24

Are You on Track to a Reliable Retirement? 

Retirement Readiness Starts Here

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info@makebafinancial.com

3379 Peachtree Road NE
Suite 700
Atlanta, GA 30326 (404) 482-0413

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“Makeba”, “Makeba Financial” and “MFG” represent the brand marketing names for Makeba Financial Group, a subsidiary of Bold Asset Management, LLC.

The information and content on this website is designed to provide general information on the subjects covered. It is not, however intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or promote, market, or recommend any tax plan or arrangement. Makeba Financial Group does not provide direct investment securities advice, estate planning, legal or tax advice. Clients are encouraged to consult a legal representative or tax attorney.

Annuity guarantees rely on the financial strength and claims-paying ability of the insurer. Any references to protection benefits or lifetime income generally refer to fixed annuity insurance products. Fixed insurance and annuity product guarantees are subject to the claims-paying ability of the issuing company and are not offered directly by Makeba Financial Group.

We have an obligation to act in the best interest of our clients and to make full disclosure of any potential conflicts of interest prior to engagement.
Agents of Makeba Financial Group act as independent brokers representing select private insurance companies. Product availability vary by state and carrier.
Recommendations are based on client needs, preferences, and goals, ensuring unbiased guidance without proprietary product restrictions.

Makeba Financial Group is not affiliated nor endorsed by any government agency.


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