Our personal goal is to provide you with guidance that can help you understand and better define your financial goals. We work hard to create a mutually beneficial and respected long-term relationship with our clients and their families. Whether you have significant assets to manage-or if you are just starting to accumulate wealth-we have the tools and background to provide the services that may fit your needs.
We work hard to create a mutually beneficial and respected long-term relationship with my clients and their families. As members of the community for several years, we take pride in knowing that we have helped many people pursue the type of financial future they dreamed about. Our first priority is helping you take care of yourself and your family.
We work hard to create a mutually beneficial and respected long-term relationship with my clients and their families. As members of the community for several years, we take pride in knowing that we have helped many people pursue the type of financial future they dreamed about. Our first priority is helping you take care of yourself and your family.
Services
Mr. David W. McDonald is an Investment adviser representative working in Trenton Michigan. He has been working in the Insurance and Financial services industry since 1998. David has established his own RIA practice, MFG Capital Inc. to assist his clients in their financial planning process. The MFG Six Pillar process is a comprehensive approach to financial planning.
One such way to reframe financial planning is to move it from "financial chore" to "financial selfcare." 47% of women don't feel comfortable talking with a financial professional about money and investing. 27% of women claim that they were discouraged from talking about finances while growing up. In some cases, women might not be as involved in making financial decisions, and this can leave them dangerously underprepared for the future.
We look forward to working with you and exceeding your financial planning needs. The checklist is for your convenience because the more supporting information and documents we have access to for review now and moving forward, the better and more comprehensive our meetings and recommendations can be.
Many Americans have taken steps in recent years to protect their identity. However, one report found identity theft hit an all-time high in 2016, affecting an estimated 15.4 million consumers. Identity theft is a crime in which an individual illegally obtains and wrongfully uses another person's personal information-such as a Social Security number, bank account number, or credit card number-generally for financial gain.
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