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Services and Strategies

There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated. That’s where a financial planner can help. Financial advice should help you choose only those products that address your current and future goals.

Informed decisions about the products in any portfolio are best made after an assessment of individual needs. After meeting to do this, you are better informed when the time comes to choose from a comprehensive suite of products and services and select only those that address your unique situation.

A customized portfolio takes into consideration a variety of events: retirement planning or mortgaging a first home; financing a child’s post-secondary education or ensuring a family's insurance needs are met. Business owners might want to consider products and services that seek to reward hard-working employees, no matter the company’s size and focus.

  • Financial Planning
  • Situational Financial Planning
  • Investment Planning
  • Insurance Planning
  • Retirement Planning
  • College Savings Planning
  • Family Estate Planning
  • Business Planning

 

Services and Solutions

  • Financial Planning
  • Situational Financial Planning
  • Investment Planning
  • Insurance Planning
  • Retirement Planning
  • College Savings Planning
  • Family Estate Planning
  • Business Planning

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

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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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