We offer planning that puts you and your passions first.
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:
Schedule a meeting to sit down with us and discover what your ideal retirement looks like.
Using the Dream Focused Wealth Plan, we’ll examine your current financial situation and determine your retirement needs.
Receive a custom strategy to help you reach your unique retirement goals.
Download the first chapter of “Cultivating Wealth” for free and start taking control of your financial future today.
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!
Capture your risk tolerance and see if your portfolio fits you.
McIntosh & Associates Financial LLC/AEWM and Riskalyze are not affiliated companies. McIntosh & Associates Financial LLC/AEWM cannot guarantee the accuracy or completeness of the Riskalyze software or outputs. Riskalyze 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.
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.