Meet Bob Machen

PRESIDENT OF THE RETIREMENT ADVOCATE

The world of finance and investments is complicated yet crucial.  What we do with our money is intensely personal, but frankly it’s one of the areas of our life in which we truly need assistance.

Over the years, I have found the relationship people have with someone offering financial advice should become quite special.  You’ve probably heard the phrase – know, like and trust.  For an individual to follow another’s financial advice, those three components should be in place.  With this thought in mind, I believe it would be helpful for you to learn a little bit about me.  Providing financial advice is more than just my job.  The desire for true understanding of wealth accumulation and preservation goes back to my childhood.

Throughout a thirty year span as a business consultant, I provided analysis and guidance in twenty different industries.  As I reflect on those years, I recall my emphasis on how to examine all the factors that are important at various stages of business growth, followed by plotting the most appropriate course of action.  It’s a lesson I’ve carried with me into the retirement income planning and asset management industry. […]