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Financial Success

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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

Medicare in 2021: Here’s What You Need to Know
Feb 22, 2021 by MacTavish Financial

Many older Americans rely on Medicare for their health care needs. But it’s not always easy to figure out what’s covered and how much it will cost. Medicare benefits change from year to year, and 2021 is bringing an increase in premiums for participants. The good news is, there are other ways to save on Medicare costs. Here’s what you need to know about this year’s changes in Medicare.

Changes to Part A

Medicare Part A generally covers hospital and...

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New Home Financing Checklist
Jan 31, 2020 by MacTavish Financial

While owning a home is the quintessential American dream, not everyone is able to purchase a home when they desire. If you’re fresh out of school with a boat load of student debt, it’s probably best to wait until you’ve been working for at least a year before you start looking to buy. You’ll also want to make sure that your credit score is where it should be, since the higher your score, the lower your interest rate will be. It’s also important to pull a copy of...

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Planned Giving Goes Further
Oct 17, 2019 by MacTavish Financial

There are many ways that we support our favorite charitable causes. However, one of the most beneficial ways to support a favorite charity now and into perpetuity is through planned giving. While almost any larger nonprofit organization has an active planned giving program, it may come as a surprise that many smaller nonprofits are also eager to work with their donors on planned giving options. Before you make a commitment, be sure to check with the organization that you are interested in...

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

Get to know us

Phone: (847) 850-0560

Email: steve@mactavishfinancial.com

600 N. North Court, Suite 150, Palatine, IL 60067

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Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA / SIPC
Copyright 2019. All Rights Reserved.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, GA, IL, FL, ME, MO, MI and WI .

No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under securities laws of such jurisdiction.

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