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Wealth Management and Retirement Planning

Wealth Management and Retirement Planning

Wealth Management and Retirement Planning

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Our Team

Learn more about our amazing team of professionals.

Scott Machen

Founder & Wealth Advisor

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Scott Machen

Founder & Wealth Advisor

Scott Machen is the Founder and Wealth Advisor for Machen Wealth Management.  Scott has been in the financial industry for 11 years, and spent 6 years with Sutley-Wertzer, Inc.  In 2015, he launched his own financial management firm in Gold River, CA in order to better serve his clientele.

Scott effectively combines his financial understanding and business development expertise with personalized client service; helping clients focus on how to best invest their wealth and pursue their retirement goals. In addition to working with the typical investor, Scott also specializes in assisting educators, firemen, state and health care employees with their TSA/403(b), 457 accounts and retirement plans. Additionally, his background in mortgage, real estate, and financial services industries brings additional perspective to his approach.

Scott is the third generation of native Sacramentans.  After completing undergraduate work in London, England as well as in Salt Lake City, Utah, he received his Bachelor of Science degree from California State University, Sacramento in Finance & Risk Management and Insurance in 2002. He continues to stay up to date with the changing industry by attending seminars and workshops and improving upon basic fundamentals.

Outside the office, Scott is an avid golfer,enjoys adventures, and loves spending time with his friends, family, and new baby boy.

California Insurance License # 0G40859

 

 

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Katie Muir

Executive Assistant to Scott Machen

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Katie Muir

Executive Assistant to Scott Machen

Katie is also a part time student at American River College, studying for her Accounting and German degrees, and as well as a seasonal German folk dancer in Sacramento, CA.

Born and raised in Sacramento, Katie has a special place in her heart for the city, as well as California. She has a passion for participating in the effort to preserve the German culture in Sacramento through her dance participation with the Sacramento Turn Verein’s Alpentanzer Schuhplattler traditional German folk dance group.

If you thought that this young lady could not get any busier, along with her work, schooling and German dance, she is also a Lyft driver. She takes pride in providing safe and professional transportation through the Lyft rideshare service.

Katie is a busy young woman and you, as our client, can look forward to her working just as hard to provide you with the most courteous and professional customer service.

Bio

 

Values

We value integrity, we know you do too.  That’s not something we take for granted.  You need someone you can trust and who will be dedicated to the success of your financial future.  We strive to earn and keep that trust, every step of the way. 


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Philosophy

We are privileged to be the caretakers of you and your family’s financial health. Just as you would seek advice and checkups from your family doctor, we work with you to keep your accounts healthy and at their best.



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Process

Your financial roadmap is created by listening, gathering, and finding the best products to meet your goals. We will act as a compass and guide you in the right direction.  
 



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Our Services

There are many financial products in the market, and choosing the ones that best meet an individual client’s needs can be complicated.  Informed decisions about the products in any portfolio are best made after listening and assessing your financial state. That way, we can present a comprehensive menu of products and services and then select those that address your unique financial footprint.

Our products and services include:
 

Fee Based Advisory Services

401(k) Retirement Plans and Individual Retirement Accounts

529 Qualified Tuition Plans

Mutual Funds

Simplified Employee Pension Plans

Real Estate Investment Trust (REIT's)

Life Insurance

Long-term Care Insurance

Media

 

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Latest Financial Articles

Should You View Insurance as an Investment?

Submitted by Scott Machen on March 21st, 2017

 

Finding the right insurance to invest in – or use for long-term planning – can be complicated for many investors

Tags:
  • benefits of investing
  • insurance
  • Investing
  • investment
  • life insurance
  • machen wealth
  • should you view insurance as an investment
  • suggested
  • wealth advisor
  • what to consider before investing
  • what to know
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5 Key Estate Planning Tips

Submitted by Scott Machen on March 7th, 2017

Americans are notoriously skittish about handling end-of-life financial needs, which is understandable given the taboo nature of dealing with one's own eventual demise.

Tags:
  • advisor
  • estateplanning
  • livingtrust
  • machen wealth
  • taxplaning
  • wealth advisor
  • Read more

Behind on Retirement Savings? Here's a New Reason to Worry Less

Submitted by Scott Machen on February 28th, 2017

There's a reason so many financial experts talk of a retirement crisis. It's estimated that one out of every three Americans has absolutely no retirement savings, while 30% of baby boomers 55 and over have yet to begin building a nest egg. Yet current retirees are in surprisingly good spirits despite the fact that many entered this new stage of life behind on savings.

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  • finances
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  • investment
  • machen wealth
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  • reason to worry less
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Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Get to know us

Schedule a Consultation

Phone: 916- 526- 2680

Fax:       916-526- 2681

scott@machenwealth.com

melissa@machenwealth.com

2377 Gold Meadow Way #173
Gold River , CA
95670 United States

2377 Gold Meadow Way #173
Gold River , CA 95670 United States

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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, NV, WA, WY

Licensed to sell insurance in the following states: CA

California Insurance License #0G40859

 

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