Rather than worrying about how to make the best of your retirement, and trying to navigate the complexities of Medicare and other retirement institutions, you should finally have confidence in leaving the planning process to a skilled advisory team. We will work with you to form a comprehensive, in-depth plan that will let your transition into retirement painless and stress-free.
Whether your focus is on a seamless Medicare transition or exploration of IRA options, or maybe you just want assurances that you’ll have an income for life, we have both the experience and insight to help formulate a successful and secure plan.
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.