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What We Do

How We Help You

Comprehensive financial planning gives you the best chance of meeting your goals and achieving the freedom and independence to live the life you always have dreamed about. We follow a step-by-step process:

  • Initial meeting. Understanding your needs and objectives forms the basis of our relationship. We’ll meet with you one or more times to discuss your life goals and financial situation.
  • Create a plan. We design a personalized financial plan that will provide the blueprint for your financial future. We’ll go over it with you in full detail and move forward only when you approve the plan. Part of this step includes making sure that you understand your financial situation, including components such as trusts, insurance coverage, medical plans, and tax strategies.
  • Implement the plan. We put into motion each aspect of your blueprint. This can include anything from your investment portfolio to your estate plan, retirement income, education funding, insurance coverage, business succession planning, and more.
  • Monitor the plan. We will monitor your investment results and other aspects of your financial plan continously, making adjustments as needed in light of change.
  • Review the plan. We will conduct regular reviews of your overall financial plan with you. This includes making changes in your plan in response to changes in your life situation.

The journey to financial success is a lifelong experience. We can help you with each step on the road as you seek to achieve financial independence and enjoy your life.

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