The McDonald Group

The McDonald Group The McDonald Group is an insurance and investment agency located in Jackson, Tennessee. The McDonald Group's goal is to provide excellent service. Government.

Why Over 5,000 Clients Put Their Trust In The McDonald Group:
They specialize in working with people concerned about their financial future, whether they are just considering retirement or have already retired. The McDonald Group, under the direction of Kelly McDonald (ChFC, CLU, CASL, LUTCF), strive to make it their goal to help people considering retirement pursue their goals. Everyday they stri

ve to help people age 50+ find ways and make all attempts to make their money last. So, if you are considering your financial future, retirement years, or even if you’ve already retired, call The McDonald Group for all your financial and protection needs and questions. Need Financial Planning* or Advice About Insurance? How you manage your finances today will affect how you live tomorrow. Assisted planning will help you with important decisions like:

Retirement
Are you retired, or considering retirement? You may think you cannot save for the future, but with the help of a trusted professional and a sound plan, you can. If you are already retired, let us show you how to enjoy your retirement years. Life Insurance
Where are your life insurance needs? Do you have enough? Life insurance is a complicated product that comes in various forms. A trusted professional can help you cut through the clutter and determine the type of policy and the amount of coverage to fit your nee

Long-Term Care
No one plans for a lengthy illness, but it is likely that many will suffer from one or care for someone who does, and it’s costly. Purchasing a long-term care policy can protect your family’s assets and help ensure that you receive the care you deserve. Neither The McDonald Group, its representatives, nor its affiliated companies are associated or endorsed by the federal Medicare program or U.S. Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Osaic Wealth, Inc. and its representatives do not provide tax advice; therefore it is important to coordinate with your tax advisor regarding your specific situation. Third-party comments may not be representative of all client experiences. Please see our website for full disclosures: www.themcdonaldgroup.net

Your earning potential over a lifetime is one of your biggest assets. See a projection of what your career income could ...
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Your earning potential over a lifetime is one of your biggest assets. See a projection of what your career income could add up to over time.

Estimate how much you may earn over your working years based on your current income.

You've allocated your assets; you just may not realize it yet.
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You've allocated your assets; you just may not realize it yet.

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

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What's the real rate of return on your portfolio? Learn about how inflation plays a factor in your investments. Read more now.

Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.

Even low inflation rates can pose a threat to investmentreturns.
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Even low inflation rates can pose a threat to investment
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Even low inflation rates can pose a threat to investment returns.

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Just because you’re under 65 years of age doesn’t mean you don’t qualify for Medicare. There are a few specific scenarios where you are eligible earlier. Learn more:

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Estimate the total amount you may need saved to support your desired retirement lifestyle.
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Estimate the total amount you may need saved to support your desired retirement lifestyle.

How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est

How far will your savings actually go? Enter your numbers to see how long your money could last depending on how much yo...
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How far will your savings actually go? Enter your numbers to see how long your money could last depending on how much you withdraw each year.

See how long a lump sum of savings could last based on your withdrawal rate and return.

This message covers three important factors when it comes to your financial life: Diversification, Patience, and Consist...
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This message covers three important factors when it comes to your financial life: Diversification, Patience, and Consistency.

Three important factors when it comes to your financial life.

Address

3021 Highway 45 Byp, Suite 104
Jackson, TN
38305

Opening Hours

Monday 8am - 4:30pm
Tuesday 8am - 4:30pm
Wednesday 8am - 4:30pm
Thursday 8am - 4:30pm
Friday 8am - 1pm

Telephone

+17316606439

Website

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