Schedule a FIT Meeting

The purpose of this meeting is for each of us to determine whether or not there is a fit for us to work together and discover if we are suited for each other. No decisions will be made at this first meeting. Our experience has shown us that this is the foundation of a solid long-term relantionship.

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Please note that this is not an actual appointment, but only a request for one. We will contact you back to confirm the closest available date and time. Thank you!

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.
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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
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