Investing In Your Success

In today`s complex world, most investors find it difficult to allocate the time to develop and implement a well-structured investment plan. We are committed to understanding your unique needs and resources in order to formulate a prudent investment strategy. Our goal is to help you grow and protect your wealth. Allowing you to not only understand what you have, it's risks and rewards, assisting you in establishing and maintaining realistic expectations, allowing you to live well.

Michael utilizes diversification with active management to provide you with a custom portfolio design. We alway attempt to use ETF to reduce your internal investment expenses, while offering you broadly diversified portfolios. Your goals will guide our advice and actions, always predicated by proper risk management techniques.

Michael MacDonald Financial offers fee-based investment solutions through Trust Company of America an FDIC Insured Trust Company, connecting you to a proven group of top investment advisors and money managers, handpicked to match your portfolio.

Your investments will fluctuate, as that is their nature. We educate you, inform you, and help you manage your expectations over the long term. We want to keep you invested so that your assets continue to work for you.

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Contact Detail

Michael MacDonald Financial
2300 Contra Costa Blvd Suite 175
Pleasant Hill, CA 94523
Phone: 925-521-0110

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