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Macdonald Financial Services - Loveland, CO

Call Us: (970) 667-2950

 
About Us. Our Team. Our Services. Our Approach.

How We Do Business

 

Our experienced professionals have helped many people just like you pursue their financial objectives.

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What We Can Offer You

 

We educate our clients and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

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Our Professionals

 

Our team approach offers a range of services to provide more benefits to our clients.

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Understanding Today's Financial Environment

 

Welcome, we're Macdonald Financial Services, a financial consulting firm in Loveland, CO. As experienced financial advisors and investment consultants, we understand that individuals face unique challenges when it comes to investment planning in preparation for retirement.We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized financial planning services focus on your needs, wants, and financial goals and objectives.

Our professionals have over 40 combined years of experience in financial services. A financial advisor can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.

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Helpful Content

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Estimate how much you have the potential to earn during your working years.

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With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

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This calculator helps estimate your federal estate tax liability.

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This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

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Use this calculator to better see the potential impact of compound interest on an asset.

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Use this calculator to estimate your capital gains tax.

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There are some smart strategies that may help you pursue your investment objectives

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Using smart management to get more of what you want and free up assets to invest.

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Investment tools and strategies that can enable you to pursue your retirement goals.

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There’s an alarming difference between perception and reality for current and future retirees.

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With alternative investments, it’s critical to sort through the complexity.

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