As an independent financial services firm, we work closely with several insurance carriers and can help create customized solutions that fit your needs - not our bottom line. As part of our commitment to creating you-focused strategies, we offer no-obligation consultations. Schedule a meeting to sit down with us and discover what your ideal retirement looks like.
Using the Dream Focused Wealth Plan, we'll examine your current financial situation and determine your retirement needs. Tax laws change every year - and this year is no different! This downloadable guide will walk you through the latest tax law changes to help you avoid any surprises. How your financial professional can coordinate with a tax professional to help you create a tax-efficient strategy.
Using the Dream Focused Wealth Plan, we'll examine your current financial situation and determine your retirement needs. Tax laws change every year - and this year is no different! This downloadable guide will walk you through the latest tax law changes to help you avoid any surprises. How your financial professional can coordinate with a tax professional to help you create a tax-efficient strategy.
Services
About Us
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We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals, health care needs and participate in the management of your finances. One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services.
Financial Services
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This 34-point checklist will help measure your retirement readiness, guiding you through some of the most pressing retirement concerns. 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.
Our Family
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The team behind McIntosh & Associates is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements. Utilizing her signature SERVE philosophy, Mindy creates retirement and insurance solutions designed to help clients achieve their goals and live their best retirement through holistic strategies.
Attend an Event
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Our seminars focus on common financial concerns that individuals and families face in retirement, things like how to prepare for unexpected medical expenses and ways to create income to help support your desired lifestyle. Attend one of our seminars to learn how addressing these concerns can help you feel more confident about the days ahead.
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