Built Around You,
Backed By Us.

Clarity. Care. Confidence.

No matter where you are in your financial journey, we’re here to guide you with personalized, strategic support — without pressure, minimums, or confusion.

At Makeba Financial, we’ve simplified our services into three core tracks. Whether you’re building wealth, preparing for retirement, or approaching Medicare eligibility, you’ll find a clear path forward here.

Find Your Fit

Added Value

For clients and business owners seeking sophisticated growth and protection strategies, Makeba offers additional services with select subscription plans.

Our advanced offerings are carefully considered and applied to preserve and optimize wealth across multiple dimensions.

Following Client Suitability Standards and agreed-upon risk tolerance measures, Makeba delivers advanced financial strategies that mindfully adds high-level, diverse considerations to your portfolio - such as multi-property wealth optimization solutions including Equity-to-Income Conversion Strategies and Home Equity Line of Credit (HELOC) consulting.
Applicable Clients and Business Owners receive elevated leverage with Makeba’s Small Business Strategies. MFG’s Professional Consulting offerings deliver tested, tangible advantages - carefully aligning PCS Members with direct coaching sessions. These complex business concepts commonly involve Succession Planning, Tailored Innovative Growth & Development Practices, Comprehensive Transition Strategies and Key Person Protection Placement.
Makeba’s Dynamic Income Protection Plans feature in-depth insights, developed on highly-probable consideration models. Highlighting a Core Principle in our fiduciary service practices - we believe in delivering added protection with a distinct edge. Makeba creates customized and purposeful enhancements to amplify advanced multi-asset security positions.

Not every plan looks the same — and that’s the point.

At Makeba, our services are fully customizable to fit your life, goals, and budget. We encourage all new clients to schedule a complimentary consultation to explore what works best for them.