Whether you are just starting a career and thinking of starting a long-term retirement plan or closer to retirement and need to begin saving, McDonald & Associates’ retirement planning services are designed to help you identify your specific retirement goals and develop a strategy that can help you achieve them. Our retirement planning focuses on:

  • Prioritize your retirement goals
  • Determine your income needs
  • Identify issues and opportunities
  • Recognize and manage retirement risks
  • Identify potential strategies for addressing gaps
  • Implement a retirement income strategy
  • Monitor and update your strategy

Please contact me about your accounting and financial services