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.
Learn MoreUnderstanding 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 UsHelpful Content
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
How Income Taxes Work
A quick look at how federal income taxes work.
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
Best-Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
U.S. Personal Savings Rate
What can be learned from the savings rate?
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
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Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
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Emerging Market Opportunities
What are your options for investing in emerging markets?
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
The Business Cycle
How will you weather the ups and downs of the business cycle?
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.