Worried that your financial strategy is
missing something?

We’re here to help you focus on your financial future.

COULD YOUR TAX BILL IN RETIREMENT BE TOO BIG?

Do you know the size of your potential tax bill?

Find out in 3 easy steps:

  • Enter your information into the calculator
  • Immediately see your potential retirement tax bill
  • Discover options to address it
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Retirement Made Clear

At McIntosh & Associates, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, to help you address your financial needs and concerns.

Focus Wealth Plan

 

As part of our commitment to helping you solve your needs, we’re proud to offer a wide variety of insurance products and strategies designed to help you protect both you and your family.

We make sure you are as prepared as possible for retirement by helping ensure your income needs are fulfilled.

 Step 1 – Focus Visit

Getting to know you and
focusing on your goals.

Step 2 – Analysis

Analyze your past with
FOCUS on your future.

Step 3 – Solution

Presenting a retirement strategy.

Step 4 – Implementation

Monitoring your portfolio and
making changes.

Strategic Plan Visits

After your plan is implemented, we don't stop there. We’ll continue to monitor and meet with you to review your financial plan and portfolio on a periodic basis to ensure your customized plan still fits with your goals.

We offer services in these three areas:

Grow

Prepare for retirement by putting your hard-earned assets to work.

How?

Retirement Income Strategies
Wealth Management
Annuities
Investments
IRA/401(k) Rollovers

Preserve

Help protect the assets that can help you live the retirement you’ve always imagined.

How?

Asset Preservation Strategies
Life Insurance
Tax-Efficient Strategies
Long-Term Care Strategies

Give

Provide for the people and causes you care about the most.

How?

IRA Legacy Planning

We can also refer you to professionals who provide the following services:

Trusts
Probate
Charitable Giving
Estate Planning
Tax Planning

 

Insurance products are offered through the insurance business McIntosh & Associates. McIntosh & Associates is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by McIntosh & Associates are not subject to Investment Advisor requirements.

Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Investing involves risk, including the potential loss of principal. McIntosh & Associates is not affiliated with or endorsed by the U.S. Government or any governmental agency.

 

Want to learn more about our team and processes?

Learn More

Ready to Take The Next Step?

For more information about any of our products and services schedule a meeting today.

Schedule a Meeting

Or give us a call at 989.692.2200