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Financial Planning Services

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. Read more>

Investments

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.

Michael utilizes diversification with active management to provide you with a custom portfolio design. Your goals will guide our advice and actions, always predicated by proper risk management techniques.

Through Michael's affiliation as an Investment Advisor Representitive with United Planners he offers fee-based investment solutions through United Planners Financial Services of America, 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.

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