William P. McDonald
William P. McDonald

Retirement Planning Solutions, LLC

608 831 9788

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Fee-Only Financial Advisor serving Madison, WI area.

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Elder Care Issues
  • Estate Planning
  • Insurance Analysis
  • Charitable Giving and Trusts
  • Planning for Business Owners
  • Cash Flow and Budgeting

Website

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10 E Doty Street
Madison, WI 53703

5614 Sandhill Drive
Middleton, WI 53562

Fee-Only & Fiduciary


The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.

William McDonald is a Middleton, WI Fee-Only Financial Planner serving Middleton and all surrounding areas. Retirement Planning Solutions, LLC specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. William McDonald is a NAPFA-Registered Financial Advisor.
Bill McDonald is the Founder and Managing Director of Retirement Planning Solutions.  He holds a B.S. from the University of Wisconsin.
 
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 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.
 
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.  He later worked with Waddell & Reed Financial Services where he received top honors for his work.  He also worked with HD Vest Financial Services advising clients with portfolio management.
 
By being Independent and Fee-Only, we separate ourselves from other firms in the industry.  Our independent status assures that the advice we provide is always in your best interest.   We will never be influenced by commissions, finder’s fees or product sales of any kind.  Instead, we focus on creating personalized, long-term relationships with our clients.  The investment strategies we use are neither speculative nor high-risk.  Rather, we adhere to developing and implementing investment strategies with a proven track record, which have provided our clients consistent long-term growth and preservation of principal.
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Retirement Planning Solutions is an Independent Registered Investment Advisory Firm which provides customized portfolio management for middle income retirees and families.
  
  • We promise to always put your interests first
  • Our investment strategies are designed to achieve personal and financial goals
  • Your personalized attention is our priority
  • Our focus is to help educate our clients
  • We charge no commissions or sales fees and have no products to sell
Our investment philosophy is very simple, “To treat every client’s account as if it were our own.”  We are proud to say that we invest our client's assets using the same investment strategies, as we use for our own.
 
Our approach is to maximize returns while minimizing investment risk.  In addition, we emphasize tax efficient strategies to help you keep more of your money.
 
Our job is to simplify your finances, helping you to develop clear goals and a plan to achieve them.  Peace of Mind comes from knowing that your portfolio is being properly managed.
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