Financial PlanningAccounting & Financial ConsultantInvestments/Insurance
MacDonald Financial Services has well over 20 years of experience. Coming from a diverse background, and expertise, we're here to help all of our clients and their unique needs related to their retirement and financial goals. No future is too big or too small for us, our goal is to simply help create a positive future for all of our clients.
Through a consultative approach, we help our clients build and protect their retirement funds and estate from both market fluctuations and taxes. Conducting a holistic review allows us to help clients protect their families in the event of a premature death or unforeseen illness, while utilizing the financial tools to provide income in a tax favored manner they can't outlive.
Here at MacDonald Financial Services we understand that planning for your future is scary and uncertain, especially in today's economy. But, rest assured that in our hands we've helped clients with all types of backgrounds successfully and happily retire with their financial hopes and dreams met and, often exceeded. We want to help make that dream become a reality for you and your family too.