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About Us

Ever since opening in 2001, The McDonald Group , Inc. has had one major goal. That goal has always been to help people. How do we help people? We strive to reduce financial worry from their lives. And as an independent agency, we work for the people, not for the companies we represent.

With our resources, we can meet the individual needs of each client, whether he or she is just considering retirement or has already retired. As a company based in insurance and financial planning, we want you to be able to achieve your retirement goals. Whether you’re looking for life insurance, long-term care, investment products, supplemental insurance, or more, we’re here with our team to provide quality customer service and assistance in any way we can.

The McDonald Group’s founder, Kelly McDonald Sr., has earned these designations to help him better assist clients: CERTIFIED FINANCIAL PLANNER™ Professional, Chartered Life Underwriter®, Chartered Financial Consultant®, Chartered Advisor for Senior Living™, Life Underwriter Training Council Fellow®, and Retirement Income Certified Professional®.

If you are considering your financial future, or even if you’ve already retired, contact us. Let us answer your questions and help give you peace of mind.


Why trust a qualified professional?


*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.