Services

What financial services do you need?

At Mach 1 we have researched and identified the best financial products, including unique hedged equity strategies, stock models, alternative investments, annuities, insurance programs and other investment vehicles. As an independent advisory firm, we work with a broad range of companies and products, giving us an extensive menu of choices from which to tailor your personalized financial strategy.

As an added service, we also collaborate with some of the best local accountants, estate planning attorneys and other professionals, so you can arrange all your financial services with one simple call.

Not sure what financial services you need?

We are genuinely interested in helping you reach your financial needs and goals, and it is our desire, as well as our fiduciary responsibility, to put your needs first. Our first meeting is the “discovery appointment” where we will get acquainted. It’s important for you to know us, our background, our experience and expertise. We’ll discuss your financial needs, goals, and risk tolerance in our 3 Step Review.

Our 3 Step Review helps us – and you – determine the best strategies and next steps for your financial future.

  1. The first step is a complete review of your tax return to determine your current tax situation. This step allows us to identify any errors, and to discover missed opportunities for offsetting gains and losses.
  2. The second step is an income analysis to determine if you are using your income sources properly and in the most tax efficient method. This step helps you determine whether you have adequate income to meet your future needs.
  3. The third step is a risk analysis to make sure your investment risk exposure is one you are comfortable with and is in line with your investment allocation strategies. This step will identify your risk comfort level and help you avoid unpleasant surprises.

Are you preparing to sell real estate?
Do you need to increase your income stream or lower your risk level?
Have you lost a spouse and now have all the financial decisions to make?
Are you retiring or rolling over a large sum of money?
Are you selling a business?

The great advantage of our 3 Step Review is that it applies to any financial decision or concern you have. It helps you stop your money from falling through the cracks, and it gives you confidence with any major financial decision.

You should bring your most recent account statements, most recent Federal and State tax returns, record of expenses, life insurance policies, and any other documents you think will help us get the complete picture of your financial position.

We will help you identify areas that need review, such as your estate plan, long term care issues, charitable planning, and more.

After a complete analysis of your situation, we’ll propose the plan of action that will best help you meet your financial needs and goals. Our stock market and insurance products are specifically designed to meet specific goals. We’ll help you find the ones that are right for you and work with you step by step to help you achieve your goals.

Our service doesn’t stop there. We stay in touch with quarterly or annual reviews of your investments. As the economy changes or your personal needs change, we’re here to assist you with recommendations and adjustments that keep your investments in line with your needs.

Our goal is to provide sound investment options that are structured to last you throughout your retirement years. Our goal is satisfied clients. That’s one of the reasons our office has grown substantially over the past few years. We have helped hundreds of clients move closer to financial independence and peace of mind.