Wealth Advisory Group
Retirement is Coming. (Ready or Not)
Are You Ready? (Ready is Better!)
5 Things You Can Do To Enhance Your Retirement
Retirement Planning with Other Income
Mortgage with Taxes and Insurance
5 Things To Avoid That Make Retirement Difficult
At McIntosh-Ditto Wealth Advisory Group, we are committed to understanding your financial situation almost as well as you do. After getting to know you, we leverage our creative and professional resources to develop a financial plan that will help you pursue your financial goals and create a rising, lifestyle-sustaining stream of income during retirement.
The McIntosh-Ditto Wealth Advisory Group offers a full range of account services focused on your personal and professional life, including:
Although Hilliard Lyons cannot offer tax or legal advice, we can work with your CPA and attorney to put together a tax-efficient plan for you.
*Total of all combined household accounts must exceed $250,000.
From day one, we’re an advocate for you and your legacy. We believe in your success because we know how hard you’ve worked to get here, and we’re confident about everything you will accomplish in the future. Through life’s ups and downs, we will always be here for you with everything you need to plan for you and your family today and tomorrow.
Senior Vice President, Wealth Advisor
Reg Client Service Assoc II
Client Service Associate I
In 1854, Hilliard Lyons was founded on a promise: we will always work to put our clients first. Today, we are dedicated as ever to maintaining the highest standards of service, integrity and discretion that we’ve become known for. Through life’s ups and downs, our team will remain steadfast in our commitment to serving you, your family, and your future.
Do you know what it takes to work towards a secure retirement? Use the Retirement Planning calculator to help you create your retirement plan and view your retirement savings balance and your withdrawals for each year until the end of your retirement.
Medicare is an important part of your retirement, with many options and variables to consider. By taking advantage of the professional advice and services offered by our partner, HealthPlanOne, you can be assured that you select the right plan at the right price.
Our team creates thoughtful financial strategies that are uniquely tailored to your needs and goals.
Quality, perspective, honesty and integrity: our core values are at the center of everything we do.
Our education and industry experience have perfectly prepared us to guide you.
Today’s economic landscape is complex. Shaped by evolving trends in business, technology, global affairs, and governmental policy, it’s never been more challenging to navigate the different factors affecting your financial future and mapping a path to long term financial stability. When you turn to Hilliard Lyons, you gain access not only to our dedicated wealth advisor team, but to the strength of an entire family of connected financial experts.
Please consider this your invitation to come in, sit down, have a cup of coffee and get to know each other better to learn more about how we can be of benefit to you or your family -or- If you would like to attend a free educational seminar to learn more about how to prepare for retirement, please indicate your availability and interests below.