MacDonald Financial

At MacDonald Financial, our mission is to help individuals over the age of 50 plan for a happy retirement. With over 30 years of experience, our practice is built on trust, transparency, and accountability. We understand that each person has unique financial needs and goals, which is why we offer a variety of wealth management services to best suit your needs.

Our team, led by Stewart MacDonald, ChFC, Chartered Financial Consultant, is committed to earning your trust and respect through cutting-edge financial tools and technology. We believe that your financial plan should be tailored to your individual needs, which is why we take the time to understand your goals, values, and priorities. Whether you're looking for wealth management, social security planning, tax planning, or Medicare insurance guidance, we're here to help.

Our Services

We offer a range of services designed to help you achieve your financial goals. Our wealth management services are designed to help you pursue your goals and create a sustainable income stream for life. Our social security planning experts will work with you to create a holistic plan that helps you avoid expensive mistakes and maximize your social security benefits. Our tax planning services are designed to help you minimize your tax liability and ensure you're taking advantage of all available deductions and credits. And, our Medicare insurance experts will guide you through the complex maze of Medicare insurance options and choices.

Our Process

Our process is designed to be simple, transparent, and personalized. We start by getting to know you, your goals, and your priorities. We then work with you to create a customized financial plan that addresses your unique needs and goals. Our team will work with you every step of the way, providing guidance, support, and expertise to help you achieve your goals.