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.