Worried that your financial strategy is
missing something?

We’re here to help you feel confident in your financial future.



Take the Checklist Challenge! How prepared are you for retirement?­

This 34-point checklist will help measure your retirement readiness, guiding you through some of the most pressing retirement concerns.

You’ll examine:­

  • Whether you’re taking on an appropriate level of risk­
  • How your assets and liabilities stack up­
  • What gaps you may have in your current plan


Your Dreams Matter

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.

Dream Focused 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 solutions 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. Making sure people NEVER outlive their money is our primary goal.

 Step 1 – Discovery

Getting to know you and your goals

Step 2 – Analysis

Helping you examine and direct your plan.

Step 3 – Solution

Presenting a retirement strategy.

Step 4 – Implementation

Monitoring your portfolio and making changes.


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:


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


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


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


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


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


IRA Legacy Planning

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

Charitable Giving
Estate Planning
Tax Planning

Want to learn more about our team and processes?

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