Worried that your financial strategy is
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.
- 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.
We offer services in these three areas:
Prepare for retirement by putting your hard-earned assets to work.
Retirement Income Strategies
Protect the assets that can help you live the retirement you’ve always imagined.
Asset Protection 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:
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
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.
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.