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Discover
You-Focused Planning


We offer planning that puts you and your passions first.

Explore your Medicare coverage options
that makes sense for you.

No obligations. Just solutions.

As an independent financial services firm, we work closely with several insurance carriers and can help create customized solutions that fit your needs — not our bottom line.

Whether you’re a new Medicare beneficiary or a longtime Medicare Supplement owner, we’re here to help you explore your plan options. As part of our commitment to creating you-focused strategies, we offer no-obligation supplemental insurance quotes; that means no hassle, and no pressure to apply.

Annual Election Period
Medicare October 15 - December 7
Individual November 1 - December 15

Get Started in
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 McIntosh Financial Process, 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.

Attend a
live event

Attend one of our financial workshops to learn more about retirement income strategies, wealth management and more.

Next Event:

Check back later for upcoming events.

What’s your
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 or register to attend a seminar.

Or give us a call at 989.692.2200

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