Accomplish your life’s mission with our RETIREMENT FLIGHT PLAN

Mach 4

We created a 4-step process for building financial plans inspired by Founder David Lee’s service in the United States Air Force.

As a fighter pilot, David and his fellow aviators followed a 4-step process for accomplishing a mission. He applied the same approach to financial planning when he founded Mach 1 Financial Group in 2005.

RETIREMENT FLIGHT PLAN

Mach 1

Mission Objectives Where are we going?

When it comes to financial planning, we start with your life’s mission. In your first appointment, your advisor will help you dream. What do you wish you could do? Let’s do it together.

Mach 2

Mission Briefing How are we going to get there?

Our team of advisors will create a complimentary financial plan based on your aspirations and risk tolerance. Our team approach combines nearly 100 years of industry experience, helping us create a comprehensive plan tailored to your goals.

Mach 3

Mission Execution Get on board!

We strive to be excellent stewards of the funds you have worked hard to accumulate. An advisor will review your plan with you until you are comfortable and confident. Once you are satisfied with your financial plan, we will allocate accounts.

Welcome to the Mach 1 family!

Mach 4

Mission Debriefing Stay the course.

We regularly review your strategy and recalibrate your plan based on the market landscape and life changes. Your financial plan should grow and change with you.

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