At our firm, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
We can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management analysis
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s a good approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.
Kelly McDonald, Sr. CFP®, CLU, ChFC, CASL, LUTCF, RICP
Owner / CEO
Kelly McDonald, Sr., is a well-known financial educator in West Tennessee. His financial planning* seminars have been widely attended by people in the West Tennessee area.
Jonathan Devault grew up in Carroll County working on a farm. He received a bachelors of science degree from Union University. He is now living with his wife and dog in Jackson, Tennessee. Jonathan has been with The McDonald Group...
Blair graduated from Gibson County High School and from Jackson State with an associates of applied science. She joined The McDonald Group in 2004 as the office assistant and eventually became office manger where she handled all...
Sherry Burkett is a career agent in the life and health insurance industries. Sherry’s area of focus is senior adults, fifty years of age or older.
Pat Bowman is an agent in the life and health insurance industries. She is originally from the northeast part of the country where she spent years in ministry, health care, education and office work.
Kelly McDonald, Jr.
Kelly McDonald, Jr. is the son of the Owner/CEO of The McDonald Group, Kelly McDonald Sr. He has been working in sales since 2009.