Risk Management

Risk Management And Insurance Solutions

With more than 30 years of experience in the insurance and risk management field, Michael MacDonald Financial offers you an objective assessment of your insurance needs. Michael started his financial services career in the insurance business in 1979, and he started his property and casualty agency in 1984.

Insurance solutions and managing investment risk go hand in hand. One of the biggest gaps in individual and family finances today is the high level of exposure to unknown risk that many people carry. You need to know your investment portfolio is in the hands of a knowledgeable expert, and we engage additional experts in the risk management field to ensure you receive the highest level of service.

We utilize Riskalyse technology to stay focused on appropriate investments consistent with your comfort level. Riskalyse is built on the academic framework that won the 2002 Nobel Prize in Economics. The program takes the emotion out of investing and allows us to quantitatively measure your risk tolerance and quantify the suitability of investments for you.

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