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Your social security plan should consider your other sources of income in retirement, your health, your level of financial security, and your overall financial plan.
If you are looking for a specialist in Medicare Insurance, you are in the right place. We help our clients simplify the complicated maze of Medicare Insurance options and choices.
You have worked hard to earn your money, and now you want it to earn retirement income for you. We offer a variety of portfolio and wealth management options to help pursue your goals.
ABOUT MACDONALD FINANCIAL
As you navigate each transition in your personal journey, it’s important to have a professional financial advisor when it comes to your financial plan. We aim to earn your trust and respect through transparency and accountability, and we use cutting-edge financial tools and technology to give you this insight.
We offer a variety of wealth management services in order to best suit your needs.
Obtaining Medicare coverage can be confusing. There are multiple deadlines to meet and a variety of options that can be difficult to understand.
We know that each person has different Medicare needs, which is why we’re committed to helping you make the best choices to fit your lifestyle and current needs.
After decades of saving and preparing for retirement, you want to put your money to use in the most strategic way possible.
One of the most complex and important retirement decisions you’ll make is your strategy for claiming social security. Speak with a knowledgeable social security advisor to create a holistic plan that seeks to help you avoid expensive mistakes.
Our experience is helping people understand this process.
Life gets in the way – don’t put this on the back burner.
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Connecting you to your future. We help individuals over the age of 50 plan for a happy retirement.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Global Retirement Partners (GRP), a registered investment advisor.
GRP and MacDonald Financial are separate entities from LPL Financial. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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