Worried that your financial strategy is
missing something?

We’re here to help you feel confident in 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
Find Out In 30 Seconds

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.

 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

 

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?

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

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.