MISSION FOCUSED
PURPOSE DRIVEN
“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.
MACH 1 FINANCIAL
HAS BEEN FEATURED IN
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.
RETIREMENT FLIGHT PLAN
An in-depth discussion to help define your target and dreams for your future.
How do we get there?
We capture your entire life in one report and define your target.
Get on board!
Together, we formulate a detailed strategy consistent with your retirement goals.
Stay the course
We regularly review your strategy and re-evaluate based on life changes, the economy, and the markets.
MISSION
OBJECTIVES
help define your target and dreams for your future.
MISSION
BRIEFING
in one report and define your target.
MISSION
EXECUTION
MISSION
DEBRIEFING
Financial Planning | Tax Strategies | Retirement Planning | Investments
OUR CORE VALUES
Integrity
First
Matthew 5:37
Others
Before Self
Philippians 2:3-4
Excellence
In All We Do
Colossians 3:23
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
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
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.
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.
YOUR FINANCIAL QUESTIONS ANSWERED
Our advisors weigh in on the latest financial headlines
NEW EPISODES EVERY TUESDAY
Need help with a particular topic?
Download one of our free guides
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.
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.
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.
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.
Need help with something else?
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
