Travis MacDonald, Financial Services Representative
My broad knowledge of financial products helps give my clients the confidence they need when working with a financial professional.
Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, protecting your family's future or you’re simply looking for life, disabil
And it continues with us. This Women’s History Month, we honor the women who broke barriers and led to greater empowerment.
02/28/2024
81% of Americans facing retirement say they’d work part time if they could receive healthcare benefits. Let’s set up some time to talk about your retirement plan and keep you in control of your employment decisions in your retirement years.
https://www.agefriendly.com/articles/employers-serving-up-benefits-for-part-time-workers.
02/21/2024
Planning to immediately pull money from your retirement accounts as soon as you exit the workforce? There may be a better way. Let’s talk through a qualified longevity annuity contract (QLAC) that can help delay withdrawals and associated tax payments.
Will your business be enough to fund your retirement? Let’s talk about how to grow, diversify, and protect your retirement income — today and tomorrow.
It’s true — certain life insurance policies have benefits you can use during your lifetime and pass on to your loved ones upon your death. Talk to me to learn how.
02/19/2024
This Presidents' Day, we salute our nation's leaders – both past and present.
02/14/2024
Annuities are a great way to allow your savings to grow tax deferred. Let’s discuss how to keep as much money in your pocket as possible.
https://bit.ly/3UMVeZA.
Benefits of tax deferral This video explains the benefits of tax deferral and describes the differences between a tax-deferred investment and one that is taxed each year.Tax deferral...
02/10/2024
Wishing you and your loved ones success and happiness in the year ahead. Happy Lunar New Year!
02/07/2024
These days, you can do almost anything online. But lots of people prefer real human interaction when talking about their financial goals. Let’s discuss your retirement needs and see if your plans are on track.
https://bit.ly/42yXi9q.
02/06/2024
Black History Month is a time to honor and celebrate the enduring legacy of Black Americans.
36% of American businesses are owned by women. If you’re one of them, let’s work together to chart the course for future success.
02/01/2024
This month and always, we recognize and honor the accomplishments of Black Americans throughout history.
01/31/2024
One of the most important decisions you can make when considering your estate plan is deciding who will serve as your successor trustee. Let’s discuss your options to see what may be best for you and your family.
https://bit.ly/3u78Sfx.
01/31/2024
It’s tax time, which means it’s important to understand the status of all your assets – and what’s taxed now and what’s taxed later. Let’s chat.
https://bit.ly/3UlE9pG.
Do you want a quick and easy estimate of how much life insurance coverage you may need? Try this simple calculator and then contact me with questions!
01/24/2024
The return to work during retirement years happens for a wide variety of reasons. Let’s talk about how an annuity can support your retirement income and help you retire on your terms.
https://bit.ly/4b3jOvj.
Could business ownership be your path to financial freedom? Talk to me about turning your dreams into plans.
When it comes to building financial confidence, feeling heard and empowered is key. Let’s talk about planning for your future.
12/31/2023
Happy New Year! Cheers to a 2024 filled with prosperity, peace, and joy!
12/26/2023
Wishing all who celebrate a bright and meaningful Kwanzaa!
12/25/2023
Merry Christmas! Wishing a merry and bright season to you and yours.
12/20/2023
Happy Holidays to all! No matter how you spend this holiday season, may it be filled with joy, health, and peace.
12/20/2023
The tax deferred nature of a qualified longevity annuity contract (QLAC) could help you delay required minimum distributions and the taxes that go with them. https://blog.massmutual.com/retiring-investing/what-is-a-qlac.
12/18/2023
Women are typically more involved than their male partners in family financial decisions, yet often don’t feel knowledgeable about life insurance. Let’s change that.
Source: LIMRA, “Insurance Barometer Study,” 2021.
12/13/2023
Studies show that Black Americans are looking for solutions to build long-term wealth. If you’re one of them, let’s connect.
Source: McKinsey, “Investing in—and with—Black consumers in financial services,” 2022.
12/07/2023
Happy Hanukkah! Sending many wishes for love, light, and peace.
12/06/2023
Avoid paying extra on your hard-earned nest-egg. Let’s talk through the tax advantages of retirement accounts and the penalties that could come with them. https://blog.massmutual.com/retiring-investing/retire-early-avoid-penalties.
11/29/2023
The Age-Friendly Institute has found that the public and financial professionals have conflicting ideas about how much to save for retirement. Let’s talk about your plan and see if you’re on track.
https://bit.ly/3uCKlyC.
11/23/2023
Eat, drink, and be thankful! Wishing you and your loved ones a very happy Thanksgiving.
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Our Story
Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or protecting your family’s future, or simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability.
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Contact the business
Website
Address
1000 Corporate Drive Suite 700
Oakland Park, FL
33334
Opening Hours
| Monday | 10am - 6pm |
| Tuesday | 10am - 6pm |
| Wednesday | 10am - 6pm |
| Thursday | 10am - 6pm |
| Friday | 10am - 5pm |
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