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
- 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