McDonald Partners

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Financial Planning Consultants, Accounting Services, Financial Planners

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(312) 929-4452Call Visit WebsiteVisit Website Map & DirectionsDirections300 W Adams StChicago, IL 60606 Write a ReviewWrite Review

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McDonald Partners

Tax Planning
Education – Complete an advanced college-level course of study addressing the financial planning subject areas that CFP Board’s studies have determined as necessary for the competent and professional delivery of financial planning services, and attain a Bachelor’s Degree from a regionally accredited United States college or university (or its equivalent from a foreign university). CFP Board’s financial planning subject areas include insurance planning and risk management, employee benefits planning, investment planning, income tax planning, retirement planning, and estate planning;

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Places Near Chicago with Financial Planning Consultants

Wrigleyville (3 miles)
Cicero (11 miles)
Oak Park (13 miles)
Berwyn (14 miles)
Forest Park (15 miles)

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Extra Phones

TollFree: (866) 899-2997

Payment method

paypal

Neighborhoods

Central Chicago, The Loop

AKA

McDonald Partners LLC

Thomas McDonald Partners

Other Link

http://www.mcdonald-partners.com

Categories

Financial Planning Consultants, Accounting Services, Financial Planners, Investment Advisory Service, Investment Management, Retirement Planning Services, Taxes-Consultants & Representatives

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Details

Phone: (312) 929-4452

Address: 300 W Adams St, Chicago, IL 60606

Website: http://www.mcdonald-partners.com

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McDonald Partners

Tax Planning
Education – Complete an advanced college-level course of study addressing the financial planning subject areas that CFP Board’s studies have determined as necessary for the competent and professional delivery of financial planning services, and attain a Bachelor’s Degree from a regionally accredited United States college or university (or its equivalent from a foreign university). CFP Board’s financial planning subject areas include insurance planning and risk management, employee benefits planning, investment planning, income tax planning, retirement planning, and estate planning;
Income Tax

Investment Management
No Offer or Advice: This Website does not constitute an offer to sell or a solicitation of an offer to buy any security that may be referenced on or through this Website. Nor does this Website constitute an offering or recommendation by McDonald Partners of any security, investment management service, or advisory service. McDonald Partners does not provide investment advice, tax advice, or legal advice through this Website, and you agree that this Website will not be used by you for such purposes. McDonald Partners does not represent that the securities, products, or services discussed on, or accessible through, this Website are suitable for any particular investor. You acknowledge that your requests for information are unsolicited, and the provision of any information through this Website shall not constitute or be considered investment advice, or an offer to sell, or a solicitation of an offer to buy any security.
Wealth Management
The CPWA® certification is administered by Investment Management Consultants Association. The CPWA® designation signifies that an individual has met initial and on-going experience, ethical, education, and examination requirements for the professional designation, which is centered on private wealth management topics and strategies for high-net-worth clients. Prerequisites for the CPWA® designation are: a Bachelor’s degree from an accredited college or university or one of the following designations or licenses: CIMA®, CIMC®, CFA®, CFP®, ChFC® or CPA® license; acceptable regulatory history as evidenced by FINRA Form U-4 or other regulatory requirements; five years of professional client-centered experience in financial services or a related industry; and two letters of reference from an IMCA member, professional supervisor, or currently licensed professional in financial services or a related industry. CPWA® designees have completed a rigorous educational process that includes self-study requirements, an in-class education component, and successful completion of a comprehensive examination. CPWA® designees are required to adhere to IMCA’s Code of Professional Responsibility and Rules and Guidelines for Use of the Marks. CPWA® designees must report 40 hours of continuing education credits, including two ethics hours, every two years to maintain the certification. The designation is administered through Investment Management Consultants Association (IMCA).

Accounting Services

Financial Planning
Whether your objectives are business planning or personal financial planning/investment strategies, at McDonald Partners our advisors are able to design investment solutions that truly are built around you.
Retirement Planning
The Chartered Retirement Planning Counselor designation is issued by The College for Financial Planning. Individuals who hold the CRPC® designation have completed a course of study designed for advisors focused on retirement planning for individuals. There is a specific focus on clients’ pre and post retirement needs, as well as issues related to asset management and estate planning. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations. All designees have agreed to adhere to Standards of Professional Conduct and are subject to a disciplinary process. Designees renew their designation every two-years by completing 16 hours of continuing education, reaffirming adherence to the Standards of Professional Conduct and complying with self-disclosure requirements.
Asset Management

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