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Steve McDonald is a Chartered Life Underwriter and a Certified Financial Planner who brings over 20 years of experience in financial planning, tax, insurance, estate and retirement planning. Steve is a Fellow of the Life Management Institute.
Steve has held senior management positions in the life insurance and wealth management industries. His extensive experience includes insurance, structured settlements and annuities, investment and pension fund products, as well as integrated planning focused on tax minimization. He also brings a highly developed expertise in dealing with bank-leveraged financing programs.
Creative Approaches to Financial Planning
Using his thorough industry knowledge, Steve and his team create customized personal and corporate financial plans for clients and prospective clients to help them plan for their future and realize their personal and financial goals. These financial plans are designed to minimize taxes and maximize personal and corporate asset and income positions. Steve is an expert in developing effective tax reduction strategies, retirement and estate planning solutions for professionals including lawyers and doctors, small businesses, and corporations.
Always willing to share his expertise and in-depth industry knowledge, Steve is a noted speaker at financial seminars, and client events.