You only get one chance to retire, at Machen Wealth Management, we’ve retired 150 times in the last ten years. Our objective is to take the unique pieces of your financial puzzle and put them into place. Through stewardship, not salesmanship, we lead you through the process of achieving a work-optional lifestyle.
As your Financial Advisor, Scott coordinates the financial planning process for you and helps identify your goals. Recognizing that financial planning is dynamic and not static, he implements The Bridging FORMula which ensures that as your life unfolds and your needs evolve all the pieces of the financial puzzle remain in place as you continue your journey toward financial independence.
Katie is often the first point of contact for clients when they call our office. She is an instrumental part of the financial planning process, responding to client questions, assisting with paperwork presentation and transaction, and providing efficient and excellent customer service to our clients.
In certain situations, we take a collaborative approach with other financial professionals. This additional expertise is part of our process to ensure you achieve your wealth and lifestyle goals..
Experts Include: Estate Planning Attorney, Certified Public Accountant, Mortgage Broker, Real Estate (Commercial & Residential), General Insurance