MacDonald Wealth Management Competitors

We provide holistic financial planning for individuals, families, and businesses. Our clients choose to work with us because of our wisdom, integrity, and creativity. We provide leadership, capability, and a process that we believe helps clients design the lifestyle they desire. We believe the real benefit we bring to our clients is comfort, confidence, and clarity in the vision they have for themselves and the people they love. Your Vision • Our Team Securities, financial planning and investment advisory services are offered solely through Registered Representatives and investment Adviser Representatives of Equity Services, Inc., a Member FINRA/SIPC, 1 N. Franklin Street, Suite 3450, Chicago, IL 60606. PH: 312-236-2500. Weyers McKeever Financial Partners, Financial Partners and all other entities and individuals are independent of Equity Services, Inc. and the National Life Group of companies unless otherwise noted. National Life Group® is a trade name of National Life Insurance Company (NLIC), Montpelier, VT, Life Insurance Company of the Southwest, Addison, TX and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct business in New York.

Institutional Thinking for Individual Investors™ Constant Guidance Financial is an independent, fee-only, registered investment firm that provides customized wealth management strategies and retirement advice to individuals, corporate executives, and business owners. Our independence allows us to always pursue what's most appropriate for you and since we face no front office pressures to sell you products or services, our interests are aligned with yours. We leverage our 17 years of experience developing successful investment strategies for individuals and institutions to help guide you to the lifestyle you want. We are committed to putting you first and helping you find the right level of risk that you are comfortable with taking to achieve better results. With a combination of a Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP®) designation, we can draw on our knowledge to provide you with appropriate investments and wealth management advice in all of the following areas: • Personal Financial Planning • Business Retirement Planning • Corporate Executive Solutions • Asset Protection Strategies • Portfolio Management • Social Security Strategies* • Estate and Tax Planning • Insurance Advisory services offered through Constant Guidance Financial LLC, a registered investment adviser. Opinions expressed do not necessarily reflect those of Constant Guidance Financial LLC. The topics discussed and opinions given are not intended to address the specific needs of any individual. Constant Guidance Financial LLC does not offer legal or tax advice, individuals are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance. *Not associated with or endorsed by the Social Security Administration or any other government agency.

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