Machen Wealth Management Information

Machen Wealth Management is a financial planning and wealth management firm based in Gold River, California. Machen Wealth focuses on helping clients achieve a “work-optional” lifestyle through personalized financial strategies. The firm provides comprehensive services, including investment management, retirement planning, risk management, tax and estate planning, and alternative investments (including REITs and 1031 exchanges). What sets them apart is their proprietary planning approach called the “Bridging FORMula,” which integrates multiple areas of a client’s financial life to align with their goals, priorities, and life events. Overall, Machen Wealth emphasizes long-term relationships, education, and a stewardship-based philosophy—focusing more on guiding clients through financial decisions than selling products. 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. IFG Registered Representatives associated with this account may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. California Insurance License #0G40859 The information provided herein has been obtained from sources believed to be reliable; however, we cannot guarantee or represent that it is accurate, complete, or current. Because situations vary, any information provided on this account is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed an endorsement. When you link to a third-party website, you are leaving our site and assume total responsibility for your use or activity on the third-party sites.