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