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Why Us?

We are dedicated to professionally supporting, educating, and providing informed direction to each and every client.

MacTavish Financial is an independent financial services firm. Independence allows us to offer objective recommendations to our clients and as financial advisors, we are held to the fiduciary standard. We take this role very seriously and all of our recommendations will be made in our client’s best interest.

 

About Us

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.

 

Our Philosophy

As a firm, our focus is to understand your goals and develop a plan to pursue them. We will meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations and monitor your progress.

 

Our Process

We believe that a strong planning process is the best way to create a financial plan. It is crucial to create a financial plan that addresses your needs now, and that plans for the future, in a tax efficient manner.

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Our Services

There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated.

 

Investments

Investments play a key role in pursuing your financial goals. A mix of diversified investment products can help address those goals.

 

Insurance

Insurance is essential to any comprehensive financial plan. Failing to manage risk properly can jeopardize your financial future.

 

Business Planning

Often times business owners are too absorbed in their business to tend to their own financial needs. 

 

Financial Planning

A well-prepared financial plan can help you pursue financial success. To see your finances from a holistic point of view can help you understand how individual decisions impact your overall plan.

 

Estate

Effective estate planning enables you to manage your affairs during your lifetime and control the distribution of your wealth after death.

 

Retirement

Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations.

 

Situational Financial Planning

This strategy is perfect for someone seeking a targeted strategy to a specific goal or situation.

 

College Savings

As the cost of a college education continues to rise, outpacing the rate of inflation, it is becoming beyond the reach of most people unless they have planned early on.

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Latest Blog Articles

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Latest Blog Articles

The Value of Investing with a Financial Professional Instead of a Do-It-Yourself Approach
May 13, 2021 by MacTavish Financial

Paying fees for professional investment management is something we’d all like to avoid. Why pay for some guy in a suit to manage your investments when you can do-it-yourself with a simple online brokerage account? There are many reasons to trust a professional - read on to find out whether it’s worth it to go with the pros.

Active vs. Passive

A key distinction for investors is whether you want a passive investment strategy or an active one. The...

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Understanding Exchange-Traded Funds
May 07, 2021 by MacTavish Financial

Thinking about where to invest your money can be overwhelming and confusing, especially for those who are unfamiliar with all options for investing. If you’d like to take advantage of the ease of stock trading with the diversification of mutual funds, exchange-traded funds (ETFs) can potentially give you the best of both worlds. Here are some key things to know about ETFs before investing. 

ETF Basics

Exchange-traded funds are baskets of securities...

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Should You Retire at the Same Time As Your Spouse?
Apr 03, 2021 by MacTavish Financial

If you and your spouse are making plans to retire, you’re probably wondering whether it’s a good idea to retire at the same time. Many couples go through the same thought process and, in fact, one in four couples quit their jobs within a year of each other. But retirement is a decision that should be carefully thought out. Here are some things to consider when deciding whether to retire at the same...

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Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

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Phone: (847) 850-0560

Email: steve@mactavishfinancial.com

652 N. 1st Bank Dr., Palatine, IL 60067

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Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA / SIPC
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