About Scott McDonald, CFP®
Welcome to McDonald Wealth Management, Inc. I am Scott McDonald, a CERTIFIED FINANCIAL PLANNER™ professional serving families and business owners across California (Campbell, Redwood City, San Diego) and Oregon (West Linn).
Financial success is rarely linear. It requires a dynamic strategy that can adapt to life's inevitable shifts. Our mission is to help you confidently navigate these complexities through proactive, lifelong wealth management.
A Collaborative, Comprehensive Approach
True financial clarity cannot happen in a vacuum. We take a holistic look at your entire financial picture. To ensure seamless execution, our team collaborates directly with your trusted legal and tax professionals. This unified approach keeps your estate, tax, and investment strategies pulling in the same direction.
Together, we will seek to build a custom roadmap designed to grow with you, preserve your assets, and safeguard your legacy.
Areas of Expertise
- Holistic Financial Planning: Custom roadmaps for every stage of life.
- Retirement Planning: Strategies to preserve income and secure your lifestyle.
- Estate & Trust Planning: Ensuring your wealth transitions smoothly to the next generation.
- Philanthropic Strategies: Maximizing the impact of your charitable giving.
Let's Secure Your Future
Whether you are looking to optimize your retirement or structure a complex estate plan, you deserve an experienced partner. Contact my office today to schedule your initial consultation.
And Finally
Our office mission statement is to: Be Of Service. That is to, be of service to our clients. If and when you need us, we aim to have answers the same day to any question. Whether it be directly from Scott or one of his staff.
Contact Information:
Phone: 503-347-7991
Email: scott.mcdonald@lpl.com
Offices Serving: Campbell, CA | Redwood City, CA | San Diego, CA | West Linn, OR
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The Great Debate Continues: Active vs. Passive
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Retirement Plan Choices for Small Businesses
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Split Annuity Strategy
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Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
Keep Your Umbrella Handy
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The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
College Savings
See how much you may need to save now to cover future college costs for your child.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
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Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Retirement Redefined
Around the country, attitudes about retirement are shifting.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
Preparation is the Key to Retirement
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.