Worried that your financial strategy is
missing something?


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

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.

McIntosh Financial Process

 

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.

Updates

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

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

How?

Asset Protection 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
 

Ready to Take The Next Step?

For more information about any of our products and services, schedule a meeting today or register to attend a seminar.

Or give us a call at 989.692.2200

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