Broker Check

We specialize in caring for you and whatever life throws your way.

Comprehensive Financial Planning

  • Investments
  • Savings
  • Debt management
  • Financing
  • Retirement income planning
Learn more

Insurance Planning

  • Life
  • Long-term care planning
  • Health and wealth planning
  • Medicare solutions
Learn more

Tax Planning

  • Tax diversification
  • Roth conversion
  • Tax mitigation
Learn more

Estate Planning

  • Legacy planning
  • Trusts
  • WIlls
  • Power of attorney
  • Lady bird deed
  • Property titles
  • Beneficiary Review 
Learn more

Real Estate

  • Relocation
  • Rightsizing
  • Asset evaluation
  • Primary residence
  • Vacation property
  • Rental property
  • Reverse mortgage
Learn more

Personal Development

  • Education and empowerment
  • Family health and wealth
  • Educational workshops, podcasts, guest speakers, etc.
  • Access to a client educational library
Learn more
You Deserve Your Own Financial Strategy

You Deserve Your Own Financial Strategy

No two people are the same, so why would you want someone else's financial strategy? After all, with different careers, life path, and goals, you need advice tailored to your situation. That's why we seek to simplify the complex, while also providing a level of service rarely seen in the financial industry.

Ready to get started? We are ready to help.

Contact Us

Learning Center

We believe that an educated client is an empowered one. Browse our client learning center and take control of your financial future.

Stop-Loss Strategy

Stop-Loss Strategy

How do you build a portfolio that works to capture market gains while minimizing losses in today’s uncertain global marketplace?

Learn more
Rescue Your Annuity with Monument Advisor

Rescue Your Annuity with Monument Advisor

You can help rescue assets with a tax-free 1035 exchange to our low-cost Investment-Only Variable Annuity, Monument Advisor.

Learn more
To Catch a Thief

To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Learn More
The Facts About Income Tax

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Learn More

Visit our Offices!

Meet Our Team

David McDonald

David McDonald

Founder & President, RICP®

 Patricia McDonald

Patricia McDonald

Client Relations Manager & Life and Health Insurance advisor

Michelle McClain

Michelle McClain

Executive Adminstrative Assistant

Women and Investing

Women face unique challenges when it comes to achieving financial freedom and solvency. This whitepaper explores the investing pitfalls women—and all investors—should avoid when taking control of their financial futures.

Questions? Comments?

Thank you!
Oops!