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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.

This is what we do.
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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

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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Five Ways to Save on Healthcare Costs
Oct 10, 2019 by MacTavish Financial

It’s certainly no secret that healthcare costs have escalated in recent years, and there’s no reason to believe that the end is in sight.  But whether you have a comprehensive health insurance policy or have purchased a catastrophic policy, there are ways to save on healthcare costs.

Here are just a few:

1. Stop going to the emergency room for minor illnesses. There are many reasons why going to the emergency room is a good idea. A cold or the flu is not one...

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Making the Long Term Care Decision That’s Right for You
Oct 03, 2019 by MacTavish Financial

For most of us the conversation isn’t whether or not we’ll need long term care, but rather when. According to the U. S. Department of Health and Human Services as many as 70% of those turning 65 years of age are likely to require long-term care, meaning that it probably makes sense to start planning for this as an eventuality rather than a possibility.* Professional help with daily tasks like bathing and eating doesn’t come free, and knowing we are likely to need this level...

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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

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
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