PRE-RETIREMENT/RETIREE

You have spent most of your life working and now it is time to smell the roses. Your're embarking on retirement or maybe you have already taken that step. If you are like a lot of Americans, your concerns shift to sustaining a healthy happy retirement filled with the freedoms and joys of travel, leisure and grandchildren.

Generating Income

Portfolio risk analysis

Long term care analysis

Wills/Estate Planning

Future Generations

Legacy Planning

The educational process never ends. You have reached the goal; It’s time to execute your plan. Enjoy your life, preserve your wealth, ensure that your wishes are intact for future generations.

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.

OK Move Me