Manage Your Risk

Minimizing risk is a vital part of comprehensive financial planning. With more than 30 years of experience in the insurance and risk management field. Read more

Work Towards Independence

Michael MacDonald offers financial planning solutions and investment risk management. Take the emotion out of investing and take the guess work out of insurance. Read more

Invest With A Steady

Financial plans are living documents not static statements. Following a sensible plan to achieve retirement income and security requires patience expertise and flexibility. Michael MacDonald helps you before and after you retire with issues from estate planning and tax strategies to pension plans and charitable gift planning. Read more

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Your Partner in Financial Success

You want a financial advisor who can inspire you to pursue your dreams and help you develop the financial confidence to follow your passions in life. At Michael MacDonald, we build long-term relationships by working one-on-one with you to clarify your goals and create a financial plan to help you achieve them.

We are a local, fee-based advisory firm independent from the Wall Street giants, allowing us to provide you with the personal attention and customized financial planning you need to succeed. We partner with United Planners an independent Registered Investment Advisor (RIA) and we offer objective advice and comprehensive services in the following areas:

Our goal is to help you protect and grow your hard-earned assets by forming a long-term partnership based on trust, transparency, and more than 30 years of experience. Michael has been serving professionals, business owners, pre-retirees, retirees, widows, and widowers since 1979. His clients primarily reside in the California communities of Lamorinda, Lafayette, Moraga, Orinda, Pleasant Hill, Walnut Creek, San Ramon Valley, Danville, Alamo, Martinez, Concord, Contra Costa County, Benicia, Vallejo, and Solano County, as well as Greater Seattle.

 

Disclosure

Securities are offered to residents of AZ, CA, ID, NM, NV, OR, TX and WA. Advisory services offered to residents of CA.

Branch office: 2300 Contra Costa Blvd Suite 175, Pleasant Hill, California, 94523

United Planners Financial Services Of America is a Registered Investment Advisor and is Registered with the Securities Exchange Commission (SEC). The ADV is provided to advisory clients and available to all by request.

Michael J. MacDonald Insurance Services is Licensed with the California Department of Insurance, License #0576809. We are Licensed for Property and Casualty, Life and Disability, Variable Products, and Mike has fulfilled all Certification requirements for the sale of Long-Term Care and the California Partnership as well.

Michael J. MacDonald is an advisory representative offering securities and advisory services through United Planners Financial Services Of America, member SIPC. Insurance may be offered through United Planners Financial Services Of America. United Planners Financial Services Of America are not affiliated with Michael MacDonald Financial Management.

Contact Details

Michael MacDonald Financial
2300 Contra Costa Blvd Suite 175
Pleasant Hill, CA 94523

Email: mikemac@thefinancialadvisor.org
Website: thefinancialadvisor.org