Meet The President

Mark MacDonald

Mark MacDonald

RFC®, Investment Advisor Representative
Life and Health Insurance Agent   

PRESIDENT, ADVISOR

Mark MacDonald is a leading Financial Educator and Retirement Advisor who is passionate about helping late-career and retirees across the country develop personal Retirement Income, Healthcare, Tax-Reduction and Legacy Estate Plans built on their retirement goals, aspirations and dreams. 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 (Schwab Account Custodian), Licensed Life and Health Insurance Producer, Certified National Social Security Advisor and Certified College Planning Specialist.

Mark 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

Mark’s Advanced Retirement Planning Process helps late-career and retired Professionals, Business Owners and Corporate, Federal, State and Union Executives and Employees across the country with their Retirement Income, Healthcare, Tax Reduction and Estate Planning needs.

Mark has been married to his wife Leigh for 42 years and are proud parents of two daughters and two grandchildren.

Mark is a member of the BBB, National Ethics Association, International Association of Registered Financial Consultants, National Association of Insurance and Financial Advisors, Association of Financial Educators, National Social Security Association and National Institute of Certified College Planners.

*The National Social Security Advisor (NSSA) certification is not affiliated with or endorsed by the Social Security Administration or any other government agency.