Our Services

America's Workforce

Pre-Retirement/Retiree

Pre-Retirement/Retiree

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  • How do I evaluate my organization's retirement plan?
  • Am I properly insured?
  • How will I pay for my children's college education?
  • When can I retire?
  • What is the right amount of risk?

Pre-Retirement/Retiree

Pre-Retirement/Retiree

Pre-Retirement/Retiree

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  • Do I have enough to retire?
  • Will I run out of money?
  • At what age do I take my Social Security benefit?
  • What is long term care, am I covered?
  • Is my estate plan up to date and applicable under the new tax laws?

Business Owners

Institutional Consulting

Institutional Consulting

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  • Is my business properly structured to take advantage of the new tax laws?
  • How do I retain my star employees?
  • How do I finance growth?
  • My tax bill is huge, how do I shelter income?
  • How do I transition my children into or out of the business?
  • Is it time to sell my business?

Institutional Consulting

Institutional Consulting

Institutional Consulting

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  • Is the plan in compliance?
  • How are the plan's investments performing?
  • Are the plan expenses competitive?
  • Are there additional tax advantaged plans? 
  • How can we better reward star employees?

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Member SIPC

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Affiliated with McDonald Partners LLC

Securities offered through McDonald Partners LLC. 

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