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Investment Services

In today`s complex world, most investors find it difficult to allocate the time to develop and implement a well-structured investment plan. Read more >

Financial Planning

Your Financial Plan

Enhancing your financial future requires far more than managing your investments. By using a holistic approach we take into account every aspect of your financial and life situations. This allows us to craft a thoughtful, personalized financial plan that follows a clear vision of your future. And we monitor and adjust your plan in light of changes in the economy, the markets, and your life.

Our mission is to develop solutions as unique as you are. During our shared financial planning journey we will get to know you very well, which will allow us to build practical and effective solutions based on one principle: What is most appropriate for you?

Michael MacDonald who is an Investment Advisor Representitive (IAR) of United Planners, has the experience and expertise you need in a long-term partner to help you follow the right financial path for your future. We offer:

  • Transparency. You see every aspect of your financial plan and our ongoing services.
  • Education. We take the time to ensure that you understand everything that we do.
  • Fee-based services. Our compensation is based on our services, not on any product-related commissions.
  • Personal attention. As independent financial planners, we choose the services and investments that are right for you.
  • Unbiased advice. As a Investment Advisor Representitive of United Planners, he has pledged to place your best interests first always.

Disclosure

Securities are offered to residents of AZ, CA, ID, NM, NV, OR, TX and WA. Advisory services offered to residents of CA.

Branch office: 2300 Contra Costa Blvd Suite 175, Pleasant Hill, California, 94523

United Planners Financial Services Of America is a Registered Investment Advisor and is Registered with the Securities Exchange Commission (SEC). The ADV is provided to advisory clients and available to all by request.

Michael J. MacDonald Insurance Services is Licensed with the California Department of Insurance, License #0576809. We are Licensed for Property and Casualty, Life and Disability, Variable Products, and Mike has fulfilled all Certification requirements for the sale of Long-Term Care and the California Partnership as well.

Michael J. MacDonald is an advisory representative offering securities and advisory services through United Planners Financial Services Of America, member SIPC. Insurance may be offered through United Planners Financial Services Of America. United Planners Financial Services Of America are not affiliated with Michael MacDonald Financial Management.

Contact Details

Michael MacDonald Financial
2300 Contra Costa Blvd Suite 175
Pleasant Hill, CA 94523

Email: mikemac@thefinancialadvisor.org
Website: thefinancialadvisor.org 
Phone: 925-521-0110