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479-876-2100

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Appointment

MISSION FOCUSED
PURPOSE DRIVEN

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APPOINTMENT

“Our mission as financial advisors is to help clients reach their financial dreams so they can achieve their purpose and live a fulfilled life.”

David Lee

Founder & Managing Partner

A veteran-owned firm based in Arkansas
serving clients nationwide.

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MACH 1 FINANCIAL
HAS BEEN FEATURED IN

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It all starts with a plan.

First, we run a complete evaluation of your current financial picture.

Then, we ask about your goals and dreams in retirement.

Finally, we create a strategy to help you achieve those dreams.

First, we run a complete evaluation of your current financial picture. Then, we ask about your goals and dreams in retirement. Finally, we create a strategy to help you achieve those dreams.

RETIREMENT FLIGHT PLAN

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Where are we going?
An in-depth discussion to help define your target and dreams for your future.
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How do we get there?
We capture your entire life in one report and define your target.

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Get on board!
Together, we formulate a detailed strategy consistent with your retirement goals.

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Stay the course
We regularly review your strategy and re-evaluate based on life changes, the economy, and the markets.

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MISSION
OBJECTIVES

Where are we going?
An in-depth discussion to
help define your target and dreams for your future.
Icon of two blue fighter jets

MISSION
BRIEFING

How do we get there?
We capture your entire life
in one report and define your target.
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MISSION
EXECUTION

Get on board!
Together, we formulate a detailed strategy consistent with your retirement goals.
Icon of four blue fighter jets

MISSION
DEBRIEFING

Stay the course.
We regularly review your strategy and re-evaluate based on life changes, the economy, and the markets.
SCHEDULE
APPOINTMENT

Financial Planning | Tax Strategies | Retirement Planning | Investments

OUR CORE VALUES

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Integrity
First

"But let your ‘Yes’ be ‘Yes,’ and your ‘No,’ ‘No.’ For whatever is more than these is from the evil one."

Matthew 5:37
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Others
Before Self

"Do nothing out of selfish ambition or vain conceit. Rather, in humility value others above yourselves, not looking to your own interests but each of you to the interests of the others."

Philippians 2:3-4
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Excellence
In All We Do

"Whatever you do, work at it with all your heart, as working for the Lord."

Colossians 3:23
Icon of two hands clasping for a handshake

Integrity First

“But let your ‘Yes’ be ‘Yes,’ and your ‘No,’ ‘No.’ For whatever is more than these is from the evil one.”

Matthew 5:37

Icon of cupped hand beneath a hovering heart

Others Before Self

“Do nothing out of selfish ambition or vain conceit. Rather, in humility value others above yourselves, not looking to your own interests but each of you to the interests of the others.”

Philippians 2:3-4

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Excellence in All We Do

“Whatever you do, work at it with all your heart, as working for the Lord.”

Colossians 3:23

WE WORK AS
A TEAM

You’re a client of Mach 1, not just a single advisor. Our advisors collaborate to find solutions that will help give you confidence in your financial future.

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APPOINTMENT

A PERSONAL
TOUCH

We believe each individual is unique. We tailor your investment strategy to your needs and goals. Our strategies are designed to help preserve your wealth in times of market volatility.

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APPOINTMENT

YOUR FINANCIAL QUESTIONS ANSWERED

Our advisors weigh in on the latest financial headlines

NEW EPISODES EVERY TUESDAY

LISTEN HERE

Need help with a particular topic?

Download one of our free guides

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6 Secrets to a
Happy Retirement

You get an extra 2,000 hours a year in retirement. How will you spend it? Download this guide to learn 6 secrets of how you can spend your time to help cultivate happiness and a retirement well-lived.

DOWNLOAD GUIDE
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Understanding Market Corrections

Do you know the difference between a market correction and a bear market?
Like the weather, the stock market experiences highs and lows. This 8-page guide can help you understand market corrections and what you should be doing about them.

DOWNLOAD GUIDE
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Tax Explorer

Ready to Uncover Potential Tax Savings? Download this 12-page guide to explore strategies that could help optimize taxes on your retirement income.

DOWNLOAD GUIDE
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10 Tips to Help Empower Women Investors

Today’s woman needs a financial plan to call her own. This quick guide has 10 must-know tips to help get you on the right track.

DOWNLOAD GUIDE

Need help with something else?

CONTACT US
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Your flight to financial confidence starts today

• Set an appointment
• Make a plan
• Begin your journey

All it takes is a 15-minute phone call

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APPOINTMENT

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Contact Us

1001 S 52nd St. #100
Rogers, AR 72758

P: 479-876-2100
F: 479-876-2960
E: ContactUs@Mach-1Financial.com

Mach-1 Financial Group, LLC (“Mach-1”) is an SEC Registered Investment Adviser located in Rogers, AR. Mach-1 may only transact business in those states in which it maintains a notice filing, or qualifies for an exemption or exclusion from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability.  Third party ratings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.

Mach-1 is an investment adviser in Rogers, AR. Mach-1 is registered with the Securities and Exchange Commission (SEC). Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the Commission. Mach-1 only transacts business in states in which it is properly registered or is excluded or exempted from registration. A copy of Mach-1’s current written disclosure brochure filed with the SEC which discusses among other things, Mach-1’s business practices, services and fees, is available through the SEC’s website at: www.adviserinfo.sec.gov

Please note, the information provided in this document is for informational purposes only and investors should determine for themselves whether a particular service or product is suitable for their investment needs. Please refer to the disclosure and offering documents for further information concerning specific products or services.

Nothing provided on this website constitutes tax advice. Individuals should seek the advice of their own tax advisor for specific information regarding tax consequences of investments. Investments in securities entail risk and are not suitable for all investors. This site is not a recommendation nor an offer to sell (or solicitation of an offer to buy) securities in the United States or in any other jurisdiction.

This website may contain forward-looking statements relating to the objectives, opportunities, and the future performance of the U.S. market generally. Forward-looking statements may be identified by the use of such words as; “believe,” “expect,” “anticipate,” “should,”  “planned”,  “estimated,”  “potential” and other similar terms. Examples of forward-looking statements include, but are not limited to, estimates with respect to financial condition, results of operations, and success or lack of success of any particular investment strategy. All are subject to various factors, including, but not limited to, general and local economic conditions, changing levels of competition within certain industries and markets, changes in interest rates, changes in legislation or regulation, an other economic, competitive, governmental, regulatory and technological factors affecting a portfolio’s operations that could cause actual results to differ materially from projected results. Such statements are forward-looking in nature and involve a number of known and unknown risks, uncertainties and other factors, and accordingly, actual results may differ materially from those reflected or contemplated in such forward-looking statements. Prospective investors are cautioned not to place undue reliance on any forward-looking statements or examples. None of Mach-1 or any of its affiliates or principals nor any other individual or entity assumes any obligation to update any forward-looking statements as a result of new information, subsequent events or any other circumstances. All statements made herein speak only as of the date that they were made.

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