William McDonald (BS, CPA/PFS)
William McDonald focuses in the
following client markets or areas of practice:
- Estate & Generational Planning Issues
- Investment Advice with Ongoing Management
- Middle Income Client Needs
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Tax Planning
- Estate & Generational Planning Issues
- Investment Advice with Ongoing Management
- Middle Income Client Needs
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Tax Planning
Planning Specialties
Retirement Planning Solutions is an Independent Registered Investment Advisory Firm which provides customized portfolio management for middle class retirees and families.
Additional Information
Bill is the Founder and Managing Director of Retirement Planning Solutions. He 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 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.NAPFA Start Date
January 18, 2005
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