Scott MacDonald is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of FL, CT, MA, ME, NH, AND RI. Scott MacDonald is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency.
In this regard, this communication is strictly intended for individuals residing in AZ, CT, FL, MA, ME, NH, NM, RI. No offers may be made or accepted from any resident outside these states. Scott MacDonald is also separately registered as an investment adviser representative with Eagle Strategies LLC, A Registered Investment Adviser, offering investment advisory services in the states of MA, RI, and CT.
As such, these services are strictly intended for individuals residing in those states. Neither MacDonald Insurance and Financial Services, its employees nor NYLIFE Securities LLC or its representatives or affiliates provide tax, legal or accounting advice.
In this regard, this communication is strictly intended for individuals residing in AZ, CT, FL, MA, ME, NH, NM, RI. No offers may be made or accepted from any resident outside these states. Scott MacDonald is also separately registered as an investment adviser representative with Eagle Strategies LLC, A Registered Investment Adviser, offering investment advisory services in the states of MA, RI, and CT.
As such, these services are strictly intended for individuals residing in those states. Neither MacDonald Insurance and Financial Services, its employees nor NYLIFE Securities LLC or its representatives or affiliates provide tax, legal or accounting advice.
Services
One thing our clients appreciate about working with us is that we don't believe in cookie-cutter services or a one-size-fits-all approach.
Instead, we follow a meticulous process designed to help get to know each client's situation, goals, and level of risk tolerance so that we can make appropriate recommendations to meet their needs.
Everyone is different and we may amend our approach to suit a specific client, but in general, we utilize the following process to help those we're privileged to serve.
Instead, we follow a meticulous process designed to help get to know each client's situation, goals, and level of risk tolerance so that we can make appropriate recommendations to meet their needs.
Everyone is different and we may amend our approach to suit a specific client, but in general, we utilize the following process to help those we're privileged to serve.
As a financial advisor focusing in retirement and insurance planning, Scott MacDonald has been helping people achieve financial confidence and peace of mind since 1996.
He understands that there can be a lot of confusion around all the different options available to maximize and protect what you've worked so hard for, and he has a way of breaking through the clutter and making even the most complex concepts easy for people to understand.
Scott looks at the big picture, not just one piece of the puzzle, and offers a full suite of services including elder planning, retirement planning, business planning, estate planning, multigenerational wealth transfer, asset protection and insurance, and money management.
He understands that there can be a lot of confusion around all the different options available to maximize and protect what you've worked so hard for, and he has a way of breaking through the clutter and making even the most complex concepts easy for people to understand.
Scott looks at the big picture, not just one piece of the puzzle, and offers a full suite of services including elder planning, retirement planning, business planning, estate planning, multigenerational wealth transfer, asset protection and insurance, and money management.
I think that is it important for my clients and potential future clients to know a little bit about me, my background, and my business.
I am a thorough Bostonian, having grown up in Walpole, Massachusetts.
I attended high school at Choate Rosemary Hall in Wallingford, Connecticut and then proceeded to the University of Vermont for my college degree.
In 2009, I also became a Financial Adviser through Eagle Strategies LLC, a Registered Investment Advisor.
Along with earning these designations, I have been fortunate enough to hold presentations/seminars for different retiree and pre-retiree groups, in MA, RI, NH and CT for the past decade.
I am a thorough Bostonian, having grown up in Walpole, Massachusetts.
I attended high school at Choate Rosemary Hall in Wallingford, Connecticut and then proceeded to the University of Vermont for my college degree.
In 2009, I also became a Financial Adviser through Eagle Strategies LLC, a Registered Investment Advisor.
Along with earning these designations, I have been fortunate enough to hold presentations/seminars for different retiree and pre-retiree groups, in MA, RI, NH and CT for the past decade.
Through Eagle Strategies, Scott MacDonald provides investment advisory services, and access to investment management programs.
Eagle Strategies LLC is registered with the Securities and Exchange Commission as an "Investment Adviser" and is an indirect, wholly owned subsidiary of New York Life Insurance Company.
The Advanced Planning Group collectively leverages years of practical experience and disciplines in law, accounting, and financial services, in order to provide New York Life agents with unparalleled assistance in estate, business, and life insurance planning.
Eagle Strategies LLC is registered with the Securities and Exchange Commission as an "Investment Adviser" and is an indirect, wholly owned subsidiary of New York Life Insurance Company.
The Advanced Planning Group collectively leverages years of practical experience and disciplines in law, accounting, and financial services, in order to provide New York Life agents with unparalleled assistance in estate, business, and life insurance planning.
The team members at MacDonald Insurance and Financial Services are trained professionals who can help you identify your financial needs and then determine which financial and insurance products can best help you meet your objectives.
Many people think that life insurance is only for people with families.
While it's true that life insurance can help provide for the needs of dependents, life insurance also can be an important part of a well-thought-out estate, business succession, or charitable giving plan.
Many people think that life insurance is only for people with families.
While it's true that life insurance can help provide for the needs of dependents, life insurance also can be an important part of a well-thought-out estate, business succession, or charitable giving plan.
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