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McIntosh Insurance & Financial Services



General Agent, Owner & President

1555 Palm Beach Lakes Blvd Suite 400, West Palm Beach, FL 33401


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Cash Balance Plan


If you are a working partner or executive in a company with a 401k plan, and you want to substantially increase your contributions, watch this short video to learn how the tax code enables your company to add a "layer" of special provisions on top of a 401k for the benefit of the most highly compensated employees.

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Increase 401k Contributions for Executive Management



Thank you for taking a few minutes to watch this video, and learn about the valuable tax advantage and the economic benefit it explains. My business tries to help people save, grow and protect their money. So if you would like to learn more, or if you have specific questions, please let me know by filling out the form at the end of this video and sending me your request by email. To get more financial and "tax advantaged" information, visit us online at

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Long-Term Care Planning

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