Machen Wealth Management

Machen Wealth Management Money doesn't come with instructions. Let a licensed financial advisor coach you through it. Member FINRA/SIPC.

Scott combines financial understanding with expertise in business development to help his clients focus on how to best invest their wealth and work toward their retirement goals. Bringing over 11 years of experience in the financial industry, as well as dedication to providing long-term results, Scott gives clients personalized support and guidance in planning for their financial futures. Scott's

specialties include fee-based Investment Management, Retirement Planning, Small Business 401k Plans, REIT's, ETF's, and Alternative Investments. In addition to working with the typical investor, Scott also specializes in assisting educators and nurses with their TSA/403(b) accounts and retirement plans. Registrations include: Series 7, Series 66, California State Insurance life, health, annuity, variable insurance licenses, as well as long term care certification. California Insurance License # 0G40859

Licensed to sell securities in the following states: CA, UT, OR, TX, NV, FL, MA, AZ, ID, CO and AR. Registered Representative offering securities and advisory services through Independent Financial Group, LLC (IFG), a registered broker-dealer and investment advisor. Machen Wealth Management and IFG are not affiliated entities. OSJ Branch 9700 Business Park Dive, #204, Sacramento, CA 95827. 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 site 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.

Is Honesty, Integrity & Sportsmanship important to you? It is to our kids. Join the effort to grow character in kids! We...
04/10/2025

Is Honesty, Integrity & Sportsmanship important to you? It is to our kids. Join the effort to grow character in kids!

We're always HAPPY when we're playing golf, make someone's day and donate to the FORE the Kids Campaign!

We help kids and teens discover what's inside them, guide them to strengthen it and mentor them to put it into action in everything they do. You can partner with us on this mission by donating today.
https://firstteesacramento.org/way-to-give/fore-the-kids-annual-campaign/

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09/02/2024

Use your car for business? Make sure you're on the same page as your insurance carrier.

At what point can you call a personal vehicle commercial?

Three tips for giving smart from the heart.
09/01/2024

Three tips for giving smart from the heart.

Do you have causes that you want to support with donations?

08/30/2024

You can start Social Security benefits as soon as you reach 62. Know the rules before deciding.

If you thought that payouts from life insurance are tax-free in all cases, think again.
08/28/2024

If you thought that payouts from life insurance are tax-free in all cases, think again.

Life insurance proceeds are generally tax-free. But not in all cases.

Why save your bucket list for later? Find fulfillment and adventure by experiencing your bucket list items today.
08/26/2024

Why save your bucket list for later? Find fulfillment and adventure by experiencing your bucket list items today.

Bucket lists don’t have to be for tomorrow.

Tax deferral can have a dramatic affect on the growth of an investment. Know what's at stake.
08/25/2024

Tax deferral can have a dramatic affect on the growth of an investment. Know what's at stake.

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

08/23/2024

Developing a retirement strategy? It's critical to know the differences between investment types.

06/11/2023
06/04/2023

Sustainable investing isn't just a fad

05/28/2023

Less clutter can make it easier to achieve your goals.

05/28/2023

Sustainable investing is more than just a strategy

Address

2377 Gold Meadow Way Ste. 100
Gold River, CA
95670

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