It all starts with you

The starting point for achieving your goals is a personalized financial plan. No matter how simple or complex your needs, The McIntyre Group can create a plan tailor made for you. Several important factors will be considered in the creation of your financial plan - such as your personal investment goals, your time horizon and your risk tolerance. The McIntyre Group will recommend guidelines for making investment decisions, including security selection and asset mix. Over time, to keep pace with your changing needs your plan will evolve and be adjusted to reflect current market conditions. The McIntyre Group is here to help you prepare, prioritize and plan for your future and protect you from the unexpected.

 

A disciplined process is the key

To provide investment and wealth management, The McIntyre Group follows a disciplined four-step process to keep you on track to achieving your goals:investment and wealth management, The McIntyre Group follows a disciplined four-step process to keep you on track to achieving your goals:

Step 1 - Establish realistic goals

Step 2 - Develop a well-defined investment strategy

Step 3- Implement the plan using sound investments of the highest quality while providing the highest level of ongoing client service and support

Step 4 - Review the portfolio in a disciplined manner on a periodic basis to ensure it remains effective.

The result is a clear roadmap of the future to help you realize financial security at each stage of your life. It will feature a portfolio custom tailored to meet your investment objectives while recognizing your willingness to accept risk and a process flexible enough to respond to changes in your objectives, but disciplined enough to maximize your financial returns.

Katie McIntyre

Investment Advisor

705-725-7406 | Email me

Cheryl Paul, PFP

Financial Planner

705-725-7512 | Email me

Michael McIntyre

Associate

705-725-7419 | Email me