Poor financial decisions can ruin the most exciting times, like moving or retirement. When you build a home, there is a blueprint. A financial plan is the most important blueprint in your life.
We will help you answer these questions:
•What are your financial goals? Are you on track?
•How will this move affect those goals?
•Are you like most Americans, fearful of outliving yourassets?
•Do you really know if you can afford to retire?
Comprehensive Financial Planning Services
•We take the time to get to knowyou and your goals and needs
•Evaluate your current financialsituation
•Provide a thorough analysis andrecommendation
•Layout plan for monitoring andfollow up
Our experienced and personable team includes a Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP®) to provide personalized advice.
Social Security Analysis
Social Security trips up a lot of people because of its complexity, but it's essential to know the ins and outs of how the program works and how to maximize your benefit. Leaving money on the table by making common mistakes simply isn't an option for those who want to be as financially secure as possible in retirement.
Common mistakes we can help you avoid:
•Taking benefits too early/late.
•Divorce / Re-marriage cansignificantly impact your benefit.
•Ignoring suspension strategies
Don’t count on the social security administration to help you through the benefit process
The Park Edge Group at McDonald Partners has been serving clients for over 25 years. During that time, we have helped our clients navigate through some of the very best and worst financial markets. We have witnessed great changes in the investment process and servicing needs of our clients. The one constant is change, and it’s necessary to continue to adapt and anticipate the future.
•We will Prepare you for SocialSecurity Administration meetings
•Provide a live contact to reviewyour Social Security statement
•Full detailed report of incomeanalysis
•Fast & easy process
•Clear and concise statement
Copyright © 2020 Park Edge Group At McDonald Partners LLC - All Rights Reserved.
The opinions and recommendations expressed herein are those of Park Edge Group and do not necessarily reflect those of McDonald Partners, LLC. Park Edge Group is affiliated with McDonald Partners, LLC. Securities products, insurance products, brokerage services and investment advisory services are offered by McDonald Partners, LLC, a dually registered broker-dealer and investment adviser, and a member FINRA, and SIPC. Registration as an investment adviser does not imply a certain level of skill or training. For a detailed discussion of McDonald Partners and its investment advisory services and fees, see the firm's Form ADV on file with the SEC at www.adviserinfo.sec.gov. The material was prepared by or obtained from sources which we believe to be reliable, but accuracy is not guaranteed. Any opinions expressed herein are subject to change without notice and are not intended as a recommendation to purchase or sell a security.
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