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Retirement

Managing Your Assets For Retirement

Retirement is not a linear path. You will continue to experience the ups and downs of life. In similar fashion, financial plans are living documents, not static statements. It’s important to remain flexible while following a sensible plan for retirement income and security.

Michael helps you before and after you retire. The planning stage comes while you are still working, and the emphasis is on building your assets. The income distribution stage comes after you retire, and the emphasis then shifts to protecting your assets.

People are living longer, which makes it more important than ever to plan adequately for a potentially extended retirement. Michael has the experience and knowledge and through his affilliation as and investment advisor with United Planners can  to help you with:

  • Estate Planning
  • Charitable Gift Planning
  • Insurance Solutions
  • Tax Strategies
  • Retirement Income Planning
  • Investment Planning
  • Pension Plans
  • 401(k) Plans

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