Everything begins with us getting together so I can find out more about you and you can find out about me. Then, we go over the materials we need from you in order to complete the assessment.
During our meeting, we will make recommendations – in plain English – on how you can work towards achieving your financial goals. We address your needs today so that you can strive to live confidently with social security, medicare, and seek income for life.
It’s great to think about things, but let’s get together. Let me show you more about what I can do for you.
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.
We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all your options.