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(731) 660-6439


(866) 660-6439


Second Opinion

Like with your physical health, you also want to take care of your financial health. At The McDonald Group, we want you to have the healthiest future possible.

If you've worked with someone who has prepared a financial plan for you and you are unsure about your present and future situation, getting a second opinion is a good idea. A second opinion can provide a fresh perspective and depict a clearer picture so that you can receive the best possible outcome.

Here are the benefits of a Second Opinion from The McDonald Group:

  • A free, no obligation meeting with a representative
  • Advice from Kelly McDonald Sr., a CERTIFIED FINANCIAL PLANNERTM professional
  • Evaluation of your investments and/or insurance

We want to make sure you're on the right track for your financial future. Whether you're already retired or nearing retirement, our goal is to help give you some peace of mind.

Please call us today or sign up below for your free Second Opinion!