OUR SERVICES

There are many financial products in the market, and so choosing the ones that are suitable for each individual client’s needs can be complicated.  Informed decisions about the products in any portfolio are best made after an assessment of individual needs.

 

AT MACHTAN FINANCIAL, WE PROVIDE ASSISTANCE IN THE FOLLOWING AREAS.
INVESTMENTS

 

  • Stocks

  • Bonds

  • Options

  • Mutual Funds

  • ETFs

  • Alternative Investments

 
RETIREMENT INCOME PLANNING

 

  • Lifetime Income Planning (Income Allocation)

  • Traditional IRA

  • Roth IRA

  • Social Security Planning

  • 401(k) and 403(b) Investment Planning

  • Fixed Annuities

  • Fixed Index Annuities

 
INSURANCE

 

  • Life Insurance

  • Asset Backed Life Insurance

  • Long-Term Care Insurance