McINTOSH & ASSOCIATES

McIntosh & Associates is a financial planning firm dedicated to empowering individuals to achieve financial security in retirement and beyond. We provide personalized guidance and tailored strategies to navigate the complexities of modern wealth management.

Our Mission

Our mission is to empower individuals to take control of their financial future by offering:

• Personalized planning: We prioritize understanding your individual needs, goals, and risk tolerance to create a customized plan that aligns with your unique aspirations.
• Holistic approach: We address all aspects of financial planning, including investments, insurance, and estate planning, to create a holistic approach to wealth management.
• Client-centered service: We prioritize open communication, transparency, and collaboration throughout the planning process and beyond.

What We Offer

We offer a comprehensive range of services to meet your diverse financial needs:

1. Retirement Planning

• Comprehensive analysis of your retirement accounts, investments, and plan design
• Strategies for maximizing contributions, considering tax-advantaged options
• Guidance on how to navigate market volatility and achieve sustainable growth
• Assistance with the transition to retirement and post-retirement planning

2. Investment Management

• Development of a personalized investment portfolio aligned with your goals and risk tolerance
• Regular review and rebalancing of your portfolio to maintain its alignment with your objectives
• Access to a diversified range of investment options to meet your specific needs

3. Insurance Solutions

• Comprehensive review of your existing insurance coverage
• Risk assessment and identification of potential gaps in your protection
• Recommendations for obtaining appropriate coverage to safeguard your financial security

4. Estate Planning

• Development of a comprehensive estate plan that aligns with your financial and personal wishes
• Guidance on issues such as power of attorney, trust planning, and estate tax optimization
• Assistance with executing your estate plan and ensuring its seamless implementation

5. Financial Education and Resources

• Access to exclusive educational materials and webinars to empower you to make informed financial decisions
• Personalized financial planning tools and calculators to track your progress and stay on track
• Regular communication and reviews to ensure your plan remains relevant and effective over time.