Background
Wally Mackey has been involved in post-retirement financial planning since May 1992. He started Sycamore Group, Inc. after living through his parent's retirement fears, his mother's nearly four-year nursing home stay, and his brother's premature death. Through these experiences, he learned the value of good planning, and he has dedicated his life to teaching these principles to retired individuals and couples.
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 an 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.
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. www.csa.us
National Ethics Bureau (Washington, D.C.): Leading professional advisors who have met certain qualifications and high standards in the areas of ethics, conduct, law, regulations, licensing, and education qualify for the Registered Insurance & Financial Advisor certification. NEB has awarded an A+ rating for Business Ethics and certifies Wally Mackey has had no litigations, no violations of statutes, no fraud or misrepresentations, no felonies, no related misdemeanors and no disciplinary actions. www.scheck.com (800) 282-1831.
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.
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. A summary of the company's complaint history and other experience is available. The Better Business Bureau of West Florida web site shows Wally Mackey has no client complaints. www.westflorida.bbb.org. (800) 525-1447
Florida Department of Financial Service: Agent license #A161717. www.fldfs.com