About Brad
With years of experience in the insurance and financial industry, Brad McDonald brings extensive expertise and a client-first approach to every consultation. As the Principal Licensed Insurance Agent at McDonald Financial & Insurance Services, Brad has dedicated his career to helping families and individuals navigate the complex world of insurance solutions.
Brad's commitment to education-first consulting means you'll never feel pressured into a decision. He takes the time to understand your unique situation, explains your options clearly, and provides unbiased guidance to help you make the best choices for your financial future.
Areas of Expertise
Brad's comprehensive knowledge spans multiple areas of insurance and financial planning, with particular expertise in Medicare guidance and estate planning strategies.
Medicare Expertise
Helping you navigate Medicare options with confidence. Bradley stays current with Medicare regulations and plan changes, so you can make informed decisions about your healthcare coverage without the confusion.
Estate Planning Organization
Protecting your legacy and making sure your wishes are honored. Bradley helps families organize their estate plans, coordinate with existing advisors, and ensure their loved ones are cared for.
Financial Protection
Creating safety nets that fit your budget and your life. Bradley helps families protect their financial security through thoughtful planning and appropriate coverage solutions.
Income in Retirement
Planning for a retirement you can actually enjoy. Bradley works with pre-retirees and retirees to help ensure their golden years are financially secure and worry-free.
Why Choose Brad?
Education-First Approach: Brad believes in empowering his clients with knowledge. Every consultation includes thorough education about your options, ensuring you understand the benefits and considerations of each choice.
No-Pressure Environment: You'll never feel rushed or pressured into making a decision. Brad provides information and guidance, then gives you the time and space you need to make choices that are right for your situation.
Personalized Service: Every client's situation is unique, and Brad takes the time to understand your specific needs, goals, and concerns before making any recommendations.
Ongoing Support: Brad's relationship with clients doesn't end after enrollment. He provides ongoing support, answers questions, and helps you navigate changes as your needs evolve.
Ready to Get Started?
Schedule a consultation with Brad to discuss your Medicare options or estate planning needs. No obligation, just expert guidance.