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Are you prepared for retirement?

If you’re like most Americans, you unknowingly learned your financial and lifestyle habits from your parents, spouse, or friends. Most of us are not financially prepared. Due to recent changes in tax laws, revised social security policies, and a shift toward employee-directed retirement plans, the need for financial and retirement education has never been greater.

Experts agree; creating a solid financial plan is essential to achieving a secure financial future. With all you want to do in retirement, taking the time now to help ensure your retirement desires become a reality is essential to your personal plan and goals.

McIntosh & Associates Financial LLC provides you with a complimentary, customized plan that takes into consideration your complete portfolio as well as your unique financial goals. We’ll talk with you about how you envision your retirement years and help get you there. Your plan isn’t just a bunch of confusing charts and graphs, but a tailored, easy-to-understand report that maps out, step-by-step, the path towards your financial future.

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Happy senior couple outside in spring nature, hugging at sunset. Side view.

Where your financial health is just as important as your physical health.

Only 6 out of 10 American workers feel very or somewhat confident about having enough money for a comfortable retirement.*  We offer financial education workshops and complimentary consultations. We can sit down together and make sure you have a plan in place, and more importantly, make sure that plan will help meet your retirement goals and risk tolerance.

Our Process

Step 1 – Discovery

Getting to know you and your goals.

Step 2 – Analysis

Help you examine and direct your plan.

Step 3 – Solution

Presentation of a retirement strategy.

Step 4 – Implementation

Monitor your portfolio and make changes.

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Monthly Market Update

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Each month Nolan talks about what happened in the markets, and provides insight on things to come.

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Is retirement on your horizon?

We offer a complimentary, no-obligation assessment of your lifestyle, goals and needs for retirement.