Manage Your Risk
Minimizing risk is a vital part of comprehensive financial planning. With more than 30 years of experience in the insurance and risk management field.
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Michael MacDonald offers financial planning solutions and investment risk management. Take the emotion out of investing and take the guess work out of insurance.
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Financial plans are living documents not static statements. Following a sensible plan to achieve retirement income and security requires patience expertise and flexibility.
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You want a financial advisor who can inspire you to pursue your dreams and help you develop the financial confidence to follow your passions in life. At Michael MacDonald Financial Management , we build long-term relationships by working one-on-one with you to clarify your goals and create a financial plan to help you achieve them..
We are a local, fee-based advisory firm independent from the Wall Street giants, allowing us to provide you with the personal attention and customized financial planning you need to succeed. We partner with Financial Transparency an independent Registered Investment Advisor (RIA) Registered with the Securities and Exchange commission. We offer objective advice and Financial Planning services in the following areas:
Our goal is to help you protect and grow your hard-earned assets by forming a long-term partnership based on trust, transparency, and more than 40 years of experience. Michael has been serving professionals, business owners, pre-retirees, retirees, widows, and widowers since 1979. His clients primarily reside in the California communities of Lamorinda, Lafayette, Moraga, Orinda, Pleasant Hill, Walnut Creek, San Ramon Valley, Danville, Alamo, Martinez, Concord, Contra Costa County, Benicia, Vallejo, and Solano County, as well as Greater Seattle.
