Our Services


We are a comprehensive wealth management and planning firm committed to helping our clients improve their long-term success and pursue financial freedom. As a client, you’ll enjoy the following specialized services:

  • Private Wealth & Investment Planning
  • Retirement & Pension Planning
  • Tax Reduction Planning
  • Estate & Family Legacy Planning
  • Specialized First Responder Planning
  • Specialized Teacher Planning

Private Wealth & Investment Planning 

  • Development of a personalized portfolio implementing a tax-smart strategy
  • Strategize a suitable Fee-Only investment platform utilizing Stocks, Bonds, Mutual Funds, Exchange Traded Funds (ETFs), Unit Investment Trusts (UITs), and Alternative investments
  • Continuous monitoring of your investments
  • Frequent meetings to review your investment performance, update your financial objectives and reallocate your portfolio when needed
  • Review and recommend allocations within your employer-provided retirement plans

Retirement & Pension Planning

  • Analysis of your current cashflow and determination of future income needs that can allow for a confident lifestyle in retirement
  • Evaluate all your social security options to maximize benefit
  • Run all pension benefit scenarios to maximize family benefits
  • Create a distribution strategy for your IRAs and employer retirement plans, such as 401(k), 403(b), 457 plans
  • Analysis of the beneficiary structure of your retirement accounts
  • Explore the option of converting to a Roth IRA

Tax Reduction Planning

  • Tax reduction strategies including tax advantaged investments
  • Tax strategies for retirement distributions
  • Complimentary consultation with your tax preparer

Estate & Family Legacy Planning

  • Complete review of your current estate plan
  • Assistance transferring assets to your Trusts
  • Review of beneficiary designations and asset titling
  • Analysis of your Insurance Planning including Life, Disability, and Long-Term Care coverage
  • Assistance in the event of the death of a loved one
  • Complimentary consultation with your attorney
Schedule a Complimentary Consultation

Specialized First Responder Planning

  • First Responders need specialized planning. In addition to the above services, the inherent risks you are subjected to on the job are understood and integrated into our planning.
First Responders

Specialized Teacher Planning

  • Teachers need specialized retirement planning. A large percentage of teachers will retire prior to age 65. This requires additional considerations when planning.

 MacTavish Financial and LPL Financial do not provide tax advice or legal services. Please consult your tax advisor or attorney regarding your specific situation.


Our Product Offerings



Common Stock

Educational IRA

Traditional IRA

Roth IRA


Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuity

Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans


Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

steve@mactavishfinancial.com |   (847) 850-0560