Achieving your goals It starts with insightful advice

The Jim MacDonald Group James C. MacDonald, Kathryn L. Halonen, Kimberly Ann Yee

The Jim MacDonald Group


phone

248-649-7523
877-273-1008



phone

855-820-3985





address

UBS Financial Services Inc.
2301 W Big Beaver Road
Suite 800
Troy, MI 48084



The Jim Macdonald Group provides comprehensive wealth advisory services to individual investors, estates and organizations.  The process begins with a conversation - the sharing of information so that Jim and his team have a thorough understanding of your goals and objectives both personal and financial.  Particular attention will be paid to your cash-flow needs, risk tolerance and investment time horizon so that the team can develop an appropriate strategy for managing your wealth in a tax-efficient manner. *

Taking advantage of Jim's unique capabilities as a CERTIFIED FINANCIAL PLANNERTM and Certified Investment Management Analyst; the team will produce a customized plan that will be implemented on your behalf.  Once in place the team will meet with you on a regular basis to measure the progress that you are making toward your goals and objectives in an effort to ensure financial success.



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