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.