Retirement Planning Solutions

More Info

To treat every client’s account as if it were our own.

General Info

Bill McDonald is the Founder and Managing Director of Retirement Planning Solutions. He holds a B.S. from the University of Wisconsin. Bill has been interviewed by national publications such as Money Magazine, Business Week Magazine and The Wall Street Journal. He’s participated in national retirement programs sponsored by Kiplinger’s Personal Finance Magazine. He is a member of The Financial Planning Association, The National Association of Personal Financial Advisors, and The National Association for Tax Professionals. He is one of the few investment advisors nationally, who have been selected to work with Dimensional Fund Advisors. Bill has over 20 years of experience in the financial services industry. He worked in the Finance Division with The Gillette Company (Fortune 500 Company) for more than 10 years where he managed over $400 million. He later worked with Waddell & Reed Financial Services where he received top honors for his work. He also worked with HD Vest Financial Services advising clients with portfolio management. By being Independent and Fee-Only, we separate ourselves from other firms in the industry. Our independent status assures that the advice we provide is always in your best interest. We will never be influenced by commissions, finder’s fees or product sales of any kind. Instead, we focus on creating personalized, long-term relationships with our clients. The investment strategies we use are neither speculative nor high-risk. Rather, we adhere to developing and implementing investment strategies with a proven track record, which have provided our clients consistent long-term growth and preservation of principal.

Email

Email Business

Services/Products

Education Planning, Estate Planning, Insurance Planning, Financial Planning, Investing, Cash Flow Planning, Retirement Planning, Investment Management Services, Risk Assessment.

Location

10 East Doty Bldg

Neighborhoods

North Lake, Downtown Madison

Other Link

http://www.retirementplanningsolutions.us/contact_us.html

Categories

Financial Planners, Financial Planning Consultants, Financial Services, Investment Advisory Service, Investment Management, Investments

Reviews

Details

Phone: (608) 831-9788

Address: 8383 Greenway Blvd Ste 600, Middleton, WI 53562

Website: http://www.retirementplanningsolutions.us/contact_us.html