Meet The President
Mark MacDonald
RFC®, Investment Advisor Representative
Life and Health Insurance Agent
PRESIDENT ADVANCED WEALTH PRESERVATION
Mark MacDonald is a leading Financial Educator and Retirement Advisor who is passionate about helping individuals and business owners across the country develop personal Retirement Income, Healthcare, Tax-Reduction and Legacy Estate Plans for themselves and their loved ones. Mark also educates people how to plan and protect their retirement years from the 4 major destroyers of wealth: Market Crashes, Inflation, Taxes and Catastrophic Health.Most important, Mark is an independent financial advisor that enables him to put his clients first in the planning process and offer a wide range of financial products and services from leading global and national financial service companies.
Mark is a licensed Investment Advisor Representative with Brookstone Capital Management (TD Ameritrade Account Custodian), Licensed Life and Health Insurance Producer, Certified National Social Security Advisor and Certified College Planning Specialist. He is a former U.S. CEO and publishing executive at leading financial news companies including US News and World Report, Individual Investor and Ticker Magazine.
Mark helps married, single, divorced, and widowed individuals develop personal Retirement Plans that…
- Maximize Social Security Lifetime Income
- Optimize Corporate, Federal and State Pensions
- Create Single and Joint Personal Pensions
- Protect and Grow Retirement Savings
- Calculate and Optimize Required Minimum Distributions (RMD’s)
- Reduce Taxes in Retirement
- Implement Medicare, Medicare Supplement and Long-Term Care Retirement Health Coverage
- Develop Tax-Advantaged Gifting and Legacy Plans for Loved-Ones and Charities
