A modern approach to wealth management.
We are an independent wealth management firm providing comprehensive financial planning services for individuals and small businesses.
We help busy people organize their financial affairs and plan for the future, our Goal is to make your financial life easier. We believe in giving conflict free advice so you can make informed decisions. It's all about transparency, accountability and taking ownership of your financial life, because we believe the best outcomes in life come from being fully engaged. Give us a call for a complimentary consultation.
MacDonald Financial Services, Inc. offers comprehensive solutions through a spectrum of financial services. From managing your wealth through disciplined investment strategies, planning for your family’s future or preparing for retirement, we've got you covered.
Whether you’re fresh out of college, well on your way to living your dream or eagerly approaching retirement, we'll make sure you’re financially prepared to achieve a lifetime of goals.
Where are you? Where do you want to be? What do you need to do to get there? We will help you develop a customized financial plan to help provide answers and solutions to your financial concerns.
Let's take the mystery out of investing and put your money to work with a disciplined investment strategy . You deserve a strategy that is fluid and adapts to current market conditions. Our process is simple and allows you to tune out the noise that can derail a smart strategy!
Looking for ways to transfer your hard earned assets for the next generation? Wondering if there is anything you can do to minimize tax exposure? Give us a call, we have solutions.
As a full-service establishment, MacDonald Financial Services, Inc., can assist you in a variety of ways.
Our goal is simple: to make retirement easy and stress free. We will work with you and your professional partners to put a plan in place and ensure a smooth, successful transition into the freedom of retirement.
How should I save for college? How much do I need to save for college? Give us a call, we can help you create a plan to achieve this goal.
Owning and operating a business is challenging and time consuming - we know, we are small business owners ourselves! If you haven't found the time to review your existing plan, give us a call for a free evaluation.
How much insurance coverage do I need? What type of coverage should I buy? We are here to provide objective recommendations and solutions for your insurance needs.
Wish you could see your total financial picture in one place? You can with our complimentary Wealth Management dashboard. Track your investment accounts, spending, real estate, insurance...a consolidated view of everything you own updated daily. Stash important documents in your secure vault. Enjoy access to your dashboard on any device anytime.
We understand that you are busy, and taking a half-day off work to travel to your financial planners office isn't always possible. By providing services virtually, you can receive the highest level of service in the most efficient, convenient way possible.