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You-Focused Planning

We offer planning that puts you and your passions first.

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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.

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3 Easy Steps:

  • 1

    DISCOVER

    Schedule a meeting to sit down with us and discover what your ideal retirement looks like.

  • 2

    EVALUATE

    Using the Dream Focused Wealth Plan, we’ll examine your current financial situation and determine your retirement needs.

  • 3

    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.

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Download the first chapter of “Cultivating Wealth” for free and start taking control of your financial future today.

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What Will Your Best Retirement Life Look Like?

Whether you started with very little or lost a lot in a market downturn, there is light at the end of the tunnel. In “Cultivating Wealth,” Mindy McIntosh provides readers with an in-depth look at her Dream Focused Wealth Plan – the process can help clients navigate the retirement maze.

 

With this book, you’ll discover:

  • Ways to help manage risk while continuing to grow your wealth
  • How a tax-planning strategy could help keep more income in your pocket
  • The importance of planning for the ongoing support of loved ones after you pass away
  • And much more!

 

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Risk Number?

 

Capture your risk tolerance and see if your portfolio fits you.

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Ready to Take The Next Step?

For more information about any of our products and services schedule a meeting today.

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Or give us a call at 989.692.2200

McIntosh and Associate  is an independent financial services firm that utilizes a variety of investment and insurance products. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and McIntosh and Associates are not affiliated companies.