Broker Check
Dorothea Macon

Dorothea Macon

Wealth Protection Consultant

Dorothea is a dual resident of Wisconsin and Mississippi. She is a single parent of a 13 year old daughter and also a caretaker of her senior parents. She understands the importance of planning for the future and creating a legacy. Educated through the Milwaukee Public School System, the University of Wisconsin System Schools (Madison & Stout) for her bachelor's and master's degrees, and she attended Marquette University for her doctoral program. She is a lifelong learner who demonstrates a concern for others and a commitment to empowering those that she touches. Dorothea is currently reading the Bible for the sixth time, cover-to-cover, to guide her in her life's work which is to serve others.

Qualifications

  • A.B.D. in Educational Policy and Leadership
  • Master of Science in Vocational and Technical Education
  • Bachelor of Science in Education
  • Wisconsin Technical College System Educator Certification
  • Life, Health, and Accident License

Areas of Focus

  • Educating Businesses, Individuals, and Families on How to Protect Assets
  • Performing Insurance Needs Analysis for Clients, Business Owners, Executives, & Associates
  • Facilitating Introductions & Making Connections to Strengthen Partnerships with CPA's, Attorneys, and Professionals Focused on Value-Driven Client Solutions
  • Developing Wealth Accumulation and Preservation Strategies
  • Creating Effective Retirement Planning and Distribution Strategies
  • Implementing Company-Sponsored Retirement Plans