Owner of McDonald Financial Group- 1861 S. Trenton Dr. Trenton MI 48183
Offering Annuities, Life Insurance, Medicare Supplement Options and Tax Planning Strategies. Life and health Insurance licensed with over 20 years of experience working with families to help protect them against unforeseen and potentially devastating financial losses that can occur due to the loss of a family member. For higher net worth clients there are a suite of products to help with Estate and Tax planning. We help guide clients through the Medicare process from "aging in" at 65 to the maze of Medicare Supplement Options. We work with clients to see if an Annuity Product is the right fit for their Financial Plan. Additionally, I have 15 years of tax experience preparing and owning a tax office, helping clients with tax planning strategies.
I am the Client Relations Manger and Business Processor for MFG Capital Inc. a RIA Investment firm my partner and husband of 25 years David W. McDonald owns and operates.
I am a lifelong resident of the downriver community, raising our 4 children in Trenton.
I love my job because I believe we are making a difference in our clients lives, by planning and finding the right solutions for their family and situation which helps give them peace of mind. There are no guarantees in life all we can do is prepare. It is important now more than ever in this complicated and fast paced world to work with a professional to help guide and plan for the future.