About Us

McDonald Financial is an independent financial services firm focused on providing personalized financial planning and guidance to individuals, families, and businesses. Our approach emphasizes understanding each client’s unique financial situation and offering strategies designed to support long-term financial goals.

We work with clients across various stages of life, helping them evaluate options related to retirement planning, investment strategies, insurance protection, and employee benefit solutions. Rather than offering one-size-fits-all solutions, we take the time to understand each client’s priorities, risk tolerance, and objectives before developing a tailored approach.

Our process is centered on education and collaboration. We believe informed clients are better equipped to make confident financial decisions, and we strive to provide clear explanations and ongoing support as circumstances and goals evolve over time.

McDonald Financial provides guidance in the following areas:

• Retirement planning and income strategies

• Investment planning and portfolio guidance

• Life, disability, and long-term care insurance solutions

• Group benefits and employee benefit planning

• General financial planning and risk management considerations

Services are offered based on individual needs and may vary depending on each client’s situation.

At McDonald Financial, our approach is built on three core principles:

Personalized Guidance
We take time to understand each client’s financial picture, goals, and concerns before discussing potential strategies.

Long-Term Planning Focus
Our guidance is designed to help clients consider both current needs and long-term objectives, recognizing that financial planning is an ongoing process.

Clear Communication
We aim to explain financial concepts in a straightforward and transparent manner so clients can make informed decisions with confidence.

Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition. 

Here at McDonald Financial we pride ourselves on designing asset allocations that cater to each client’s individual needs. When creating investment portfolios we combine investments with above average peer rankings with the other investments in a client's portfolio. We place all of our investments with excellent managers and risk tolerance is always carefully looked at for each client's needs.  Please note that asset allocation cannot guarantee against loss; it is a method used to help manage risk.

If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call at

(248) 388-4834.

Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality. As your Financial and Group Benefits Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.