Today's Retirement is Different
It’s not the final chapter in the book of life but rather the beginning ... a second act. Join us at one of our seminars to see how we can help you with your retirement plan.
Medicare Open Enrollment 2025: Stay Informed and Be Prepared
Medicare is changing significantly in 2025, and we’re here to be your local resource.
As a trusted Medicare resource, we are committed to assisting you with educating you on Medicare questions or updates. Navigating Medicare can be complex, but our experienced team is here to help simplify it for you. We offer personalized plan comparisons, enrollment assistance, and ongoing support—all at no cost to you. Contact us today for a free consultation, and let us make Medicare easy!
Get Started in
3 Easy Steps:
FOCUS VISIT
Schedule a meeting to sit down with us and focus on what your ideal retirement looks like.
EVALUATE
Using the Focus Wealth Plan, we’ll examine your current financial situation and help determine your retirement needs.
PLAN
Receive a custom strategy to help you reach your unique retirement goals.
McIntosh in the Media
Looking to tune up your retirement? Tune in to McIntosh & Associates on the radio or check out our TV appearances for the latest news and strategies.
McIntosh & Associates The Psychology of Retirement
At McIntosh & Associates, we are proud to offer you an exclusive opportunity to stream the thought-provoking film, The Psychology of Retirement, as our gift to you. As executive producers of this powerful documentary, we believe it can provide invaluable insights into planning for a secure and confident retirement.
To receive your complimentary streaming card, simply enter your mailing address below. The card will be mailed to you with a unique code to access the movie, so you can watch it at your convenience.
Why Watch The Psychology of Retirement?
- This film explores one of the most significant fears Americans face today—running out of money in retirement. Guided by New York Times Best Selling Author Morgan Housel, alongside a team of renowned experts, the film delves into the emotional and financial aspects of retirement planning. Discover strategies and insights designed to help you create a plan that can lead to peace of mind in your retirement years.
- Whether you choose to watch alone, with your partner, or invite friends over for a streaming party, The Psychology of Retirement is an insightful experience that’s perfect for sparking important conversations about your financial future. Once you’ve watched the movie, feel free to connect with us directly through the link provided with your card to schedule a complimentary consultation.
Participation in the Psychology of Retirement film Executive Producer Program is a paid opportunity through Steep Digital Marketing. The financial professional(s) participating in the Executive Producer Program did not have direct involvement with film production, but received marketing rights and additional advertising benefits as part of the paid program.
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Risk Number?
Capture your risk tolerance and see if your portfolio fits you.
Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. McIntosh & Associates, AEWM, and Nitrogen Wealth Inc. f/k/a Riskalyze Inc. (Nitrogen) are not affiliated companies. Neither McIntosh & Associates nor AEWM can guarantee the accuracy or completeness of the Nitrogen software or outputs. Nitrogen is intended to be used as a tool in designing a financial portfolio.
Ready to Take The Next Step?
For more information about any of our products and services schedule a meeting today.