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Situational Financial Planning

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This is perfect for someone seeking a targeted strategy to a specific goal or situation. We will work with you to help accomplish any and all of your specific needs such as:

  • Individual, Joint, or IRA investment account
  • College Savings Planning
  • Major Purchase Planning - Such as a home or property
  • Estate Planning – Is a Trust or Will needed?
  • Life, disability, or Long-Term Care Insurance
  • Annuities
  • Allocation Review of Investment Portfolio
  • Roth IRA Conversion
  • Real Estate Investment Trusts or REITs

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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