Our Services

“Plans are nothing; planning is everything.”

Dwight D. Eisenhower

The path to a work-optional lifestyle is different for everyone as you will have a unique pattern of Critical Life Events.
A Critical Life Event can be good or bad, and our process builds the bridge, step-by-step, as you cross them. A few examples are:

Getting an inheritance
Buying a vacation home
Becoming disabled
Losing a spouse

Some of these events can be unexpected, but the majority of them are predictable. While there are many solutions available to our ideal clients, below is a list of the most prevalent ones we see at Machen Wealth Management.

The Bridging FORMula bridges the gap between what matters and what we can control. It acts as a blueprint to reach a work-optional lifestyle as your life unfolds and your needs evolve.
Learn more here

If you’re feeling apprehensive about your financial future and need someone to act as a sounding board to bounce ideas off of, contact us to schedule a FIT meeting. (916) 526-2680

Machen Wealth Management

Scott Machen

(916) 526-2680

2377 Gold Meadow Way #176
Gold River, CA 95670 United States

Check the background of this investment professional on FINRA's BrokerCheck

Registered Representative offering securities and advisory services through Independent Financial Group LLC (IFG), a registered broker-dealer and investment advisor. Member FINRA/ SIPC. Machen Wealth Management and IFG are not affiliated entities. OSJ Branch: 9700 Business Park Drive #204, Sacramento, CA. 95827
Licensed to sell securities in the following states: CA, UT, OR, TX, NV, FL, MA, AZ, ID, CO, AR
Licensed to sell insurance in CA, California Insurance License #0G40859
Information provided is from sources believed to be reliable however, we cannot guarantee or represent that it is accurate or complete. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed as an endorsement. When you link to a third party website you are leaving our site and assume total responsibility for your use or activity on the third party sites.

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