Machen Wealth Management
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(916) 526-2680
Protecting What's Important to You!

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.

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
Contact Us
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