• Investments*
  • Life Insurance
  • Annuities
  • Long Term Care
  • Medicare Supplements / Medicare Advantage
  • Major Medical (Including Health Savings Accounts)
  • Short Term Major Medical

         The McDonald Group does one thing really well. They have an established reputation for helping people age fifty and above reduce financial worry from their life. They specialize in working with people concerned about their financial future, whether they are just considering retirement or have already retired.The  McDonald Group, under the direction of Kelly McDonald (CLU, LUTCF, ChFC), really know what people considering their retirement years need. Everyday they help people aged 50 + find ways to and make all attempts to make their money last.  The McDonald Group has assisted people by protecting their values and by reducing or eliminating taxes on social security income and estate taxes.

     Most importantly, The McDonald Group provides excellent service! So, if you are considering your financial future, retirement years, or even if you’ve already retired, call The McDonald Group for all your financial and protection needs and questions.

Do You Need Financial Assistance?


How you manage your finances today will affect how you live tomorrow. Assisted planning will help you with important decisions like:

  • Retirement

Are you retired, or considering retirement? You may think you cannot save for the future, but with the help of a trusted professional and a sound plan, you can. If you are already retired, let us show you how to enjoy your retirement years with proper and professional planning.

  • Life Insurance

Where are your life insurance needs? Do you have enough? Life insurance is a complicated product that comes in various forms. A trusted professional can help you cut through the clutter and determine the type of policy and the amount of coverage to fit your needs.

  • Long-Term Care

No one plans for a lengthy illness, but it is likely that many will suffer from one or care for someone who does, and it’s costly. Purchasing a long-term care policy can protect your family’s assets and help ensure that you receive the care you deserve.
Newsletters

Outlook 2007, Part II

So the economy has begun to slow and there's some talk of a recession in the offing. Is it time to batten down and wait for the storm? Not so fast. Consumers, financial markets, and policymakers are behaving as though there are reasons to be optimistic.

Inflation Could Make a Comeback

Inflation took a big jump in November, the largest monthly increase in two years. But it’s unusual for inflation to flare during an economic slowdown, and this odd pairing puts the Federal Reserve in a tough spot.

Shelter from the Storm

Finding yourself on the wrong side of a multimillion-dollar decision would be a bad time to discover you didn’t have enough liability coverage under your homeowners and auto insurance.

Reasons to Roll

An IRA rollover is one way to give you the maximum control over your retirement assets.

More Newsletters →