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Process & Services

Navigate The Complexities&#160;<br/> of Personal Finance

Navigate The Complexities 
of Personal Finance

Our philosophy is simple: We believe in providing thoughtful, thorough, and personalized financial planning that addresses your unique needs and goals. We work as a team to ensure your financial plan is comprehensive, holistic and dynamic, giving you peace of mind to focus on what truly matters in your life.

At The McIntosh Group, we see ourselves as your “financial quarterback.” We act as the central coordination in managing your financial life. Like a quarterback who orchestrates the plays on the football field, The McIntosh Group coordinates various financial strategies – such as investments, tax planning, retirement, and estate planning – ensuring each piece works together smoothly. 

Your "Financial Quarterback"

We provide expert guidance, make informed recommendations and collaborate with other professionals when necessary, while always keeping the client's long-term financial goals at the forefront. In this role, we offer comprehensive, strategic advice, acting as a trusted partner to navigate the complexities of personal finance.

Financial
Planning

Financial planning is the cornerstone of our practice. Without it, the other services within wealth management have no roadmap to follow. By creating a detailed financial plan, you create an opportunity to gain a 360-degree view of your entire financial picture, optimize your portfolio mix, strategically plan for wealth transfers and so much more.

Investment
Management

Our discretionary investment management services are designed to grow and preserve your wealth through carefully selected investment strategies. We emphasize risk management and the long-term value of equity ownership, guiding clients through periods of market volatility and helping them stay focused on their goals.

Retirement 
Strategies

Whether you’re just starting to save or are nearing retirement, we provide strategies that ensure your financial independence. We focus on developing a rising income stream that will last throughout retirement, helping you maintain your desired lifestyle and peace of mind.

Tax 
Planning

We have proactive tax planning discussions with you that help minimize your tax burden while ensuring you stay on track to meet your financial goals. Our annual, personalized tax report helps you keep more of what you earn and compliments the work of your CPA.

Business Owner 
Solutions

We specialize in helping business owners separate personal wealth from business wealth, manage retirement savings and navigate complex financial decisions. Our solutions are tailored to help business owners plan for the future while maximizing tax advantages and protecting personal assets.

Charitable
Planning

Giving back is an important aspect of many of our clients’ financial plans. We offer charitable planning services to help you integrate philanthropy into your financial strategy, ensuring that your contributions align with your values and legacy.

Estate
Planning

This is an important area of focus in wealth management, especially for individuals looking to pass on assets in a tax-efficient way, which aligns with our team’s comprehensive financial strategy. We provide expert guidance to protect, grow, and transfer wealth in ways that reflect your values and vision. We offer customized estate planning that safeguards assets, mitigates taxes, and ensures long-term financial support.

Divorce
Planning

Approximately half of all marriages end in divorce, a challenging reality for many. We deeply care for those navigating the difficult journey of divorce. John and Jenny, both enrolled in the CDFA program, are dedicated to providing compassionate financial planning support during this time. Our mission is to offer understanding and guidance through every stage of the process.

Who We Serve

We serve a wide range of clients: individuals, families, retirees and business owners. We want to serve people who are serious about their finances but enjoy a life in addition to their money. Nearly every client we have worked hard to build their lives over many years. Our team partners with clients who want to feel confident in their financial decisions and who are committed to their long-term success. We will guide you through the complexities of financial planning and help you achieve personal and business-related goals.

&#160;Individuals

 Individuals

Families

Families

Retirees

Retirees

Business Owners

Business Owners

Our Service Model

Our Service Model

At The McIntosh Group, we offer a personalized, no-tier service model. Whether you are a retiree, young family, or business owner, we provide the same high level of care, communication and attention to detail. We believe that great service isn’t about the size of your assets – it’s about the value we provide in helping you achieve your goals.

We work as a team and thrive on collaboration, working seamlessly together to provide comprehensive, personalized financial guidance. With a team of four CERTIFIED FINANCIAL PLANNER® professionals and a shared commitment to client care, we ensure every detail is handled, creating a unified approach that delivers thoughtful, thorough solutions for each client. We have been working our entire professional lives, individually and as a team, to make sure the client experience feels and is personalized. We strive to create the confidence our clients need.

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