Worried that your financial strategy is
Missing Something?
We’re here to help you feel confident in your financial future.
YOUR DREAMS MATTER
At MacDonald Financial Services, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, to help you address your financial needs and concerns.
A strategy based on your goals:
Planning for retirement can be less challenging when you do it with an experienced team. Our advisors will help you build a financial strategy based on your goals.
Vision
Assessment
Strategy
Action
Ongoing Relationship
We offer services in these three areas:
GROW
Prepare for retirement by putting your hard-earned assets to work.
PRESERVE
Protect the assets that can help you live the retirement you’ve always imagined.
Give
Provide for the people and causes you care about the most.
How?
Charitable Giving
Disability Insurance
Estate Planning
Gold & Silver
How?
Health Insurance
Indexed Universal Life Insurance
International Medical Insurance
Life Insurance
How?
Long Term Care Insurance
Medicare Insurance
Medicare Supplemental Insurance
Retirement Income Planning
Social Security
READY TO TAKE
The Next Step?
For more information about any of the products and services we offer, schedule a meeting today!
Or give us a call at 954-638-6662
