William McDonald
Retirement Planning Solutions, LLC
Founder and Managing Director
William McDonald
Retirement Planning Solutions, LLC
Founder and Managing Director
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - William McDonald
Fee-Only financial planner located in Middleton, WI, serving clients locally and across the country
William McDonald is a Middleton, WI fee-only financial planner. Retirement Planning Solutions, LLC provides comprehensive and objective financial planning and portfolio management to help retirees, pre-retirees and families organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, William McDonald is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
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.
William McDonald is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
- 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 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.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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William McDonald is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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William McDonald is a Member of the National Association of Tax Professionals (NATP)The National Association of Tax Professionals (NATP) believes that all taxpayers should be supported by caring and well-educated tax professionals. NATP members are industry leaders who hold an exceptional understanding of how to apply the federal tax code to their clients’ unique situations.
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Retirement Planning Solutions, LLC is an Approved Dimensional Funds AdvisorDimensional believes an advisor can work closely with you to understand your financial needs and provide a range of wealth management services, while encouraging the discipline essential to long-term investment success. Financial advisors who work with Dimensional operate independently from Dimensional and vary in the extent to which they use Dimensional funds.
Contact William McDonald
Office Locations:
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8383 Greenway Blvd
Suite 600
Middleton, WI 53562
