William McDonald (BS, CPA/PFS)

William McDonald focuses in the
following client markets or areas of practice:

  • Estate & Generational Planning Issues
  • Investment Advice with Ongoing Management
  • Middle Income Client Needs
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

Retirement Planning Solutions is an Independent Registered Investment Advisory Firm which provides customized portfolio management for middle class retirees and families.

NAPFA Start Date

January 18, 2005


This Office

8383 Greenway Blvd, Suite 600 SUITE 600 Middleton, WI 53562 Phone: (608) 831-9788 Fax: (608) 831-9858