SAC Financial Services
Tom McDonald
www.sacfinancialservices.com

Professional Services Offered:
* Comprehensive Financial Planning
* Professional Money Management
* Fee Base Money Management
* No Load/Load Mutual Funds
* Individual Stocks & Bonds
* IRA's-Roth IRA's-Sep IRA's
* College Savings Plans/529's
* Small Business Retirement Plans
* 401-K Plans & Deferred Comp Plans
* Fixed & Variable Annuities Products
* Life, Disability & Long Term Care Insurance
* Estate Tax Planning

Mission:
To lead a comprehensive wealth management team that specializes in providing customized solutions to businesses, individuals, and their families.

Vision:
The investment philosophy of SAC Financial Services is to assist members in managing their assets in a professional manner that is consistent with their financial needs and goals. Whether it is planning for retirement, paying for your children's education, or developing business solutions, SAC Financial Services will be there to help you make sound financial decisions.  

 

Securities offered through Securities America, Inc., Member NASD/SIPC, Tom McDonald, Registered Representative. Advisory services offered through Securities America Advisors, Inc. SAC Financial Services and Securities America are unaffiliated. Not NCUA Insured-No Credit Union Guarantee-May Lose Value.