As an independent financial services firm, we work closely with several insurance carriers and can help create customized solutions that fit your needs - not our bottom line. As part of our commitment to creating you-focused strategies, we offer no-obligation consultations. Schedule a meeting to sit down with us and discover what your ideal retirement looks like.
Using the Dream Focused Wealth Plan, we'll examine your current financial situation and determine your retirement needs. Tax laws change every year - and this year is no different! This downloadable guide will walk you through the latest tax law changes to help you avoid any surprises. How your financial professional can coordinate with a tax professional to help you create a tax-efficient strategy.
Using the Dream Focused Wealth Plan, we'll examine your current financial situation and determine your retirement needs. Tax laws change every year - and this year is no different! This downloadable guide will walk you through the latest tax law changes to help you avoid any surprises. How your financial professional can coordinate with a tax professional to help you create a tax-efficient strategy.
Services
We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals, health care needs and participate in the management of your finances. One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services.
This 34-point checklist will help measure your retirement readiness, guiding you through some of the most pressing retirement concerns. At McIntosh & Associates, we believe everyone should be able to live the retirement they've always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, to help you address your financial needs and concerns.
The team behind McIntosh & Associates is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements. Utilizing her signature SERVE philosophy, Mindy creates retirement and insurance solutions designed to help clients achieve their goals and live their best retirement through holistic strategies.
Our seminars focus on common financial concerns that individuals and families face in retirement, things like how to prepare for unexpected medical expenses and ways to create income to help support your desired lifestyle. Attend one of our seminars to learn how addressing these concerns can help you feel more confident about the days ahead.
Reviews (10)
Deborah Smith
Jan 25, 2022
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Positive: Professionalism, Quality, Responsiveness, Value
After having been referred here by a friend for Health Care Insurance, I now realize this was the best move ever. These folks are not only friendly, they are knowledgeable on all types of needs for the future. I will never deviate any where else.
After having been referred here by a friend for Health Care Insurance, I now realize this was the best move ever. These folks are not only friendly, they are knowledgeable on all types of needs for the future. I will never deviate any where else.
Jessica Buckner
Jul 04, 2021
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Positive: Professionalism, Quality, Responsiveness, Value
Stephanie assisted my family with finding a plan that had good coverage and was affordable for a short term plan. She answered all our questions and was very efficient! I would recommend McIntosh to anyone I knew looking for insurance assistance!
Stephanie assisted my family with finding a plan that had good coverage and was affordable for a short term plan. She answered all our questions and was very efficient! I would recommend McIntosh to anyone I knew looking for insurance assistance!
Lou Rangel
May 19, 2021
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I was referred to McIntosh and Associates by a friend of mine. I had been paying over $600 a month for health insurance so I went out on a limb, called them, set up a phone meeting with Mindy for the next morning. Mindy called me right on time. After talking with her for a few minutes, she had Stephanie talk to me about different insurance options. Stephanie was absolutely amazing! Not only did I get better insurance, Blue Cross Blue Shield, lower deductible and co-pays, my insurance Premium was cut in half!!!! I am over the moon with Stephanie and McIntosh and Associates. I even had my sister
Toni Provoast
Apr 24, 2021
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The Mcintosh Associates met all our expectations from the moment we met them we knew this is where we wanted and should be with. They have been there for us every step of the way getting us through sign ups with SS and Medicare. And most of all being able to retire with confidence in our financial status most importantly available for our granddaughters birth their caring of their clients go above and beyond the Mcintosh & Associates are exceptional knowledgeable company I wouldn’t go any where else
Art Shepler
Apr 17, 2021
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Positive: Professionalism, Quality, Responsiveness, Value
I was looking for a place to move my retirement account to a few years ago. McIntosh & Associates is where I chose to go. They have so far exceeded my expectations! They are very professional, courteous and kind. I recommend to anyone out there who is looking for financial services to speak with them and see what they have to offer.
I was looking for a place to move my retirement account to a few years ago. McIntosh & Associates is where I chose to go. They have so far exceeded my expectations! They are very professional, courteous and kind. I recommend to anyone out there who is looking for financial services to speak with them and see what they have to offer.
Sarah Gorman
Sep 13, 2020
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Trevor Szafranski
Jul 19, 2020
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When I choose businesses to support or more importantly those in which I will entrust with my family's future, I want to know what kind of people operate them. Great people run great businesses because of who they are at their core. McIntosh & Associates is a perfect example. Not only do they offer an array of helpful services, but you can trust that they will treat you and your future like it is their own. If you are considering McIntosh & Associates, you're getting small town care and attention with big city knowledge and experience. Highly recommended!
Mary Schwarck
Nov 01, 2019
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Roger Lietzke
Aug 09, 2019
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I had tried two previous financial advisors before I met Mindy McIntosh. The first was jailed for stealing client funds. The second was sued for selling financial products that only filled the pockets of the advisor rather than the client. And now the third is Mindy who is awesome, does not try to sell me financial products that are for her financial gain, and treats me like I am a member of her own family. Based on my experience with her, I highly recommend this group.
Donna Wise
Jan 17, 2018
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Mindy McIntosh is awesome!
I was completely inundated & overwhelmed when I became eligible for Medicare. The myriad of Medicare supplements was incomprehensible -- and I'm pretty smart! I stumbled into her at a healthcare provider seminar and thank God I did! We made an appointment to talk with her in her office in Freeland. Mindy's comprehensive knowlege of Medicare supplemental coverages is amazing. She answered all my questions and painlessly guided me through the process of selecting appropriate and affordable medical, dental and prescription coverages. This year she helped us with supplemental
I was completely inundated & overwhelmed when I became eligible for Medicare. The myriad of Medicare supplements was incomprehensible -- and I'm pretty smart! I stumbled into her at a healthcare provider seminar and thank God I did! We made an appointment to talk with her in her office in Freeland. Mindy's comprehensive knowlege of Medicare supplemental coverages is amazing. She answered all my questions and painlessly guided me through the process of selecting appropriate and affordable medical, dental and prescription coverages. This year she helped us with supplemental