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Degrees
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Bill McDonald is the Founder and Managing Director of Retirement Planning Solutions. He holds a B.S. from the University of Wisconsin.
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My Expert Service
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Bill has been interviewed by national publications such as Money Magazine, Business Week Magazine and The Wall Street Journal. He’s participated in national retirement programs sponsored by Kiplinger’s Personal Finance Magazine. He holds a Series 7 General Securities Representative License and a Series 66 State Law License with the NASD. He is a member of The Financial Planning Association, The National Association of Personal Financial Advisors, and The National Association for Tax Professionals. He is one of the few investment advisors nationally, who have been selected to work with Dimensional Fund Advisors.
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Experience & Qualifications
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Retirement Planning Solutions is a Registered Investment Advisory Firm that provides investment advisory services to families and small businesses. Bill has over 20 years of experience in the financial services industry. He worked in the Finance Division with The Gillette Company (Fortune 500 Company) for more than 10 years where he managed over $400 million.
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Available Modes Of Communication
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email/chat
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Contact
Bill McDonald
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Home » Business & Finance » Financial Planning
» Bill McDonald
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