Your Partner in
Protection and Growth
Built for Life’s Curveballs
Our risk planning services help identify potential challenges strategic to your unique plan. We help create safety nets to guide you toward a future that’s as secure as it is promising. Know where you stand and what’s needed to secure your financial goals. Our customized risk assessments evaluate your current financial landscape, identifying vulnerabilities and opportunities to build a stronger foundation.
Risk Assessments
Whether it's safeguarding against unforeseen circumstances or optimizing for long-term growth, Makeba provides clear strategies to help you navigate life’s uncertainties with confidence. This personalized position ensures that every recommendation is aligned with your specific priorities and circumstances.
Emergency Fund
Prepare for unexpected expenses with specialized savings plans. We work with you to create a practical savings strategy, ensuring that you’re ready to handle sudden medical bills, home repairs, or income disruptions without compromising your long-term financial goals. Our approach balances flexibility with structure, so your emergency fund grows alongside your financial journey.
Legacy Planning
Leave a meaningful financial legacy with tools designed to protect your family and loved ones. Legacy planning isn’t just about wealth—it’s about creating a lasting impact and ensuring your values are preserved for future generations. Makeba Financial offers solutions that minimize tax implications, protect your assets, and ensure seamless transfers to beneficiaries. With our support, you can provide for your loved ones while maintaining peace of mind, knowing your wishes will be honored.