Skip to main content
  •   (847) 850-0560
  •  

Complimentary Consultation   Guided Wealth Portfolios

MacTavish Financial Logo
  • Home
  • About
    • About Steve MacTavish
    • Our Process & Philosophy
    • About LPL Financial
  • Services and Solutions 
    • Financial Planning
    • Situational Financial Planning
    • Investment Planning
    • Insurance Planning
    • Retirement Planning
    • College Savings Planning
    • Family Estate Planning
    • Business Planning
  • Resources 
    • Calculator Library
    • Market Insight
    • Weekly Market Commentary
    • Weekly Economic Commentary
    • Blog
  • Client Login 
    • LPL Account View
    • Wealth Management System
    • Guided Wealth Portfolios
  • Contact

Integrity and Trust

MacTavish Financial cornerstone ideals

Lasting Relationships

A lifetime of advice

Financial Success

MacTavish Financial will help guide you

Your plan starts now


More Information

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.

This is what we do.
Get in Touch.


Contact Us for More Information

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.

Home

Get Financial News and Updates Delivered to your Inbox

 

Latest Blog Articles

Learn more about the financial industry.

Latest Blog Articles

Do Spouses Need the Same Amount of Life Insurance?
Sep 19, 2019 by MacTavish Financial

Pat and Kelly, new parents, made a couple monthly budget adjustments upon the arrival of their first child. First, due to the added cost of day care and dependent health insurance, they decreased the amount they were saving for a house. And second, they agreed to review their life insurance needs. Pat’s sister suggested they buy $500,000 life insurance policies like she and her husband did when their child was born.

Given the disparity in their incomes, Pat and Kelly were not...

Read More
Are You Ready to Purchase Investment Property?
Sep 05, 2019 by MacTavish Financial

If you’re looking to diversify your investment portfolio, you may want to consider purchasing investment property. Depending on how hands-on you want to be, you may want to purchase real estate as a short-term investment; fixing up the property and then selling it immediately for profit. For a long-term investment, rental property can provide a steady income stream over the longer term.

If you’re considering purchasing real estate as an investment, here are a few things...

Read More
Avoiding Retirement Woes
Aug 29, 2019 by MacTavish Financial

How to Avoid Retirement Woes

According to the American Institute of CPAs (AICPA), the top concern of retirees is running out of money. While it’s a known fact that many of us don’t begin to save for retirement when we should, it appears that nearly half of all current retirees are concerned about outliving their retirement funds. However, there are some things you can do now to help mitigate the very real risk of outliving your retirement funds. These...

Read More

Contact Us

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

Get Directions

Quick Message

  • Sitemap
  • Legal, privacy, copyright and trademark information

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.

© 2019 MacTavish Financial. All rights reserved.

Website Design For Financial Services Professionals