Products & Services

At McDonald Financial , we provide assistance in the following areas:

Investments

  • Educational IRA
  • Variable Annuities
  • Brokerage Accounts
  • Stocks
  • Corporate Bonds
  • Reits
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Government Securities

 


Financial Calculators

  • Retirement Plans
  • Tax Plans
  • 401 (k) Planning
  • 403 (b) Planning
  • College Plans
  • Estate Plans
  • Money Management
  • Money Purchasing Plans
  • Profit Sharing Plans

Stock Information

  • Disablility Income
  • Life Insurance
  • Long Term Care

Tax Planning

  • Relocation Tax Issues
  • State Tax Return Preparation
  • Representation Before the IRS
  • Tax Return Preparation
  • Individual Tax Preparation and Planning
  • Business Start Up, Counsel and Corporate Taxes
  • Small Business Accounting Services
  • IRS and State Tax Audits
  • Income, Gift and Estate Tax Returns

Group Benefits

  • Group Health Insurance
  • Dental Insurance
  • Vision Insurance
  • Life Insurance
  • Short Term Disability
  • Long Term Disability
  • 401 Packages

For more information on group benefits click here.

If you would like to know more about our Products & Services, please contact us at:

McDonald Financial
126 West Walled Lake Drive
Walled Lake, MI 48390
Phone: (888) 388-4834
Fax: (248) 671-5322
Email: matt@mcdonaldfin.com