Paul MacDonald is focused on helping clients create well-thought-out financial strategies to protect their retirement assets and ensure their money lasts a lifetime.

Paul has been in the investment industry for over 28 years. Through a combination of conservative advice and tax-saving strategies, he works with clients to help achieve their ideal life in retirement. His philosophy is preservation, growth and income strategies equal the key to financial confidence.

A retired U.S. Naval officer, Paul holds the professional designations of Chartered Financial Consultant^®, Chartered Life Underwriter^®, enrolled agent and Chartered Federal Employee Benefits Consultant℠.

Paul has two daughters — Ally and Brittany. Ally lives in New Jersey, works for a technology company and is married to Josh. Brittany and her husband Zach live in Connecticut and are parents to Paul’s two grandchildren, Sahara Jo and Gideon Atlas. In his free time, Paul enjoys pickleball, and he is also an avid runner who has completed marathons in all 50 states and Washington, D.C.

The CLU® mark is the property of The American College, which reserves sole rights to its use, and is used by permission.
The ChFC® mark is the property of The American College, which reserves sole rights to its use, and is used by permission.