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 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 “Cultivate Wealth” for free and start taking control of your financial future today.

INSTANT DOWNLOAD

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 “Cultivate Wealth,” Mindy McIntosh provides readers with an in-depth look at her Focus Wealth Plan, the process that 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!

 

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