Discover
You-Focused Planning


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:

  • 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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finding-balance

INSTANT DOWNLOAD

Are you feeling a bit wobbly about leaving your steady paycheck behind?

Rising interest rates. Inflation. Market volatility. When it comes to your retirement income, there could be several uncontrollable factors that could upset your desired lifestyle. Download our free, 8-page guide and discover:

  • Why traditional asset allocation strategies may no longer suffice
  • Why bonds sometimes aren’t the risk-free investment most believe them to be
  • Alternate ways of helping generate retirement income — for life

 

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 find out how your plan compares.

Or give us a call at 989.692.2200