Discover
You-Focused Planning


We offer planning that puts you and your passions in focus.

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.

Get Started in
3 Easy Steps:

  • 1

    FOCUS VISIT


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

  • 2

    EVALUATE


    Using the Focus Wealth Plan, we’ll examine your current financial situation and help 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.

mindy-and-nolan
kit

The Toolkit You Should Consider for Retirement.

With this complimentary toolkit you'll learn:

  • Ways to transform your worries of retirement into confidence
  • Ways to discover the weak points in your retirement plan
  • Ways even small tweaks to your retirement plan can make a difference
  • We're giving you access to materials that contain strategies — at no cost.

 

What’s your
Risk Number?

 

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

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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.

Or give us a call at 989.692.2200