How We Do Business
Our experienced professionals have helped many people just like you pursue their financial objectives.Learn More
What We Can Offer You
We educate our clients and take the mystery out of investing, insurance, estate conservation, and preserving wealth.Learn More
Our team approach offers a range of services to provide more benefits to our clients.Learn More
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.Contact Us
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
There are four very good reasons to start investing. Do you know what they are?
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
The tax rules that govern donating art are complex and confusing. Take a closer look.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Here are 4 great, and sometimes unexpected, places to raise a family.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Determine your potential long-term care needs and how long your current assets might last.
Enter various payment options and determine how long it may take to pay off a credit card.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
The decision whether to buy or rent a home may have long-term implications.
Do you know these three personal finance sayings?
Agent Jane Bond is on the case, cracking the code on bonds.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
When do you need a will? The answer is easy: Right Now.
With alternative investments, it’s critical to sort through the complexity.