Macdonald Financial Services

Our goal at Macdonald Financial Services is to exceed our client's expectations by providing sound financial guidance and exceptional customer service.  We do this through creating an atmosphere in which we make life long friendships.

Investments, taxes, insurance, retirement, estate planning...the list of financial concerns and considerations facing you today is seemingly endless. And there are no easy answers.

To take advantage of all available options, today's investor needs two things: an understanding of which investment products are most appropriate for each situation and a relationship with a trusted investment professional who has a clear understanding of the investor's needs.

I am committed to putting quality service and objective advice first. I offer clients financial services in a variety of areas:

  • Retirement Planning - to design an investment strategy to help you meet all of your retirement goals
  • Long-term care - to ensure that you and your heirs are well-cared for
  • Annual portfolio review - to review your current holdings and help you make any necessary changes or adjustments
  • Estate planning - for preservation of wealth from generation to generation
Calculators

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

More Calculators →

Newsletters

Playing Catch-Up with Contributions

Something as simple as increasing your contributions to tax-advantaged retirement programs can go a long way toward helping you pursue your long-term financial goals.

HOT TOPIC: Does the Estate Tax Have a Future?

For the first time since 1915, the federal government has no law in place to tax large estates when they are transferred to heirs. But will Congress allow the estate tax repeal to stand?

HOT TOPIC: The Great Inflation-Deflation Debate

We're all used to worrying about inflation and its long-term effect on purchasing power. However, there's a growing chorus warning that deflation is the next big concern for the U.S. economy.

Confident in Consumer Confidence?

The consumer confidence index can be a useful tool, but it should play only a minor role in an investor’s overall outlook.

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