Jeffrey McIntosh

I help build financial strategies for business owners and individuals. Our philosophy is in creating carefully allocated globally diversified low cost portfolios to protect and grow wealth. Let’s build a custom plan to save more, earn more, pay less in taxes and keep more of what you deserve.
We can help with:
-Managing Retirement, Investment and/or Taxable Accounts
-Finding suitable Life, Long Term Care and/or Disability Insurance
-Building and executing your Retirement and Financial Plan