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 Updates
    • Weekly 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

The Importance of Proper Planning for a Physically Ill Spouse or Loved One
May 20, 2021 by MacTavish Financial

Proper financial planning should always be a focus, but for those who are dealing with a physically ill spouse or loved one, it is crucial. There are several financial considerations that you will need to ponder, and naturally, these will not work with every situation, and chatting with a professional financial planner is one place to start.

Cash Flow

If your spouse or loved one is still in the workforce, you may be able to receive significant disability...

Read More
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...

Read More
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...

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

652 N. 1st Bank Dr., 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.

© 2022 MacTavish Financial. All rights reserved.

Website Design For Financial Services Professionals