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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Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
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See how much you may need to save now to cover future college costs for your child.
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Compare two different scenarios side by side to see how they stack up over time.
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See how long your current savings might last if a disability interrupted your income.
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Estate Management 101
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Learn about the difference between bulls and bears—markets, that is!
It May Be Time for a Financial Checkup
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The Junk Drawer Approach to Investing
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A Bucket Plan to Go with Your Bucket List
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