Maximize Your Retirement


Maximize Your Retirement

“To have a person there for you is HUGE. We want to be HUGE for you. Just Ask!”

Wondering if you could have more?

Make the most out of your retirement with a relationship with McIntyre Financial. Many simply take what they have, don’t ask questions and ride off into the sunset of retirement. At McIntyre Financial we believe that what you have is an amazing foundation on which to build and grow.

Make the most out of your retirement with a relationship with McIntyre Financial. Just ask!

 

Let’s talk. We are here for you.
Just Ask!

Maximize Your Retirement

“To have a person there for you is HUGE. We want to be HUGE for you. Just Ask!”

Many simply take what they have, don’t ask questions and ride off into the sunset of retirement. At McIntyre Financial we believe that what you have is an amazing foundation on which to build and grow. Make the most out of your retirement with a relationship with McIntyre Financial.

We DO NOT simply go through the motions and follow a formulaic method to investing and maximizing returns on your invested funds. We take an individual approach that takes into account your investing goals and legacy plan and craft an investment strategy tailor made for you. Check out our process below:

  1. Free Consultation: The client and advisor relationship is the most important part of the process. The free consultation is an opportunity for the client and advisor to find out if they are a good fit. Like any great relationship they must have a beginning. This is our beginning. Also like every great relationship there must be a give and take and mutual participation. During the initial consultation we will identify your goals and begin to form a plan to accomplish those goals.
  2. Identifying Client Goals: Client goals drive the entire process. In order to reach any destination one has to know where they’re going. Identifying goals: Identifying goals allows the client and advisor to know where they are headed. Whether saving for retirement, sending the kids or grandkids to college, or maximizing your retirement benefits, we want to identify those goals and create a plan to achieve them.
  3. Identifying Obstacles: An often overlooked step in planning is identifying the obstacles that can impede you from achieving your goals. These obstacles could be income, assets, regulations, tax issues, long-term care costs, etc. During this step in the process the advisor may find it necessary to involve other professionals such as estate planning or elder law attorneys and/or certified public accountants (CPAs).
  4. Presenting the Plan: Both the advisor and you MUST agree on the strategy put in place to achieve the identified goals. Both advisor and you MUST understand the strategy and both commit to working together to implement the plan in order to achieve their goals.
  5. Legacy Planning: If your goals include leaving a legacy for loved ones and/or religious and/or charitable organizations then client and advisor will work on a strategy to make this happen. This part of the plan may require a team approach where the advisor will recruit an attorney to assist with legal planning as well. The advisor may recommend involving an estate panning or elder law attorney to help achieve these goals.
  6. Executing the Plan: The advisor will take the necessary steps to execute the plan by providing a number of financial products and strategies to help you achieve your goals.
  7. Reviews & Client Updates: Let’s stay on course.
  • Complimentary Annual Reviews: The advisor will meet with the client once per year to review the plan and progress towards achieving the stated goals. Goals and progress will be reviewed and any necessary changes to the strategy made. Any new obstacles to achieving goals will be identified and the strategy modified accordingly.
  • Optional Periodic Reviews: Life happens. The advisor and our firm are always available to answer questions and meet to discuss any developing issues.
  • Client Portal: We provide an online client portal to allow clients real time access to their information at any time from anywhere. Here you can check your balance, review the strategy, and communicate with your advisor.
  • Monthly Statements: We send monthly statements by email and/or mail to our clients to keep you informed.