Welcome!

I provide financial services and investment planning to individuals and businesses.

I offer my clients a variety of wealth management solutions from my offices in Portsmouth, NH and Naples, FL. Naples office contact information: William MacDonald, CPA, CFP® 9130 Galleria Court Naples, FL 34109 Tel. 239-514-7218 Fax 239-963-4278 PLEASE VISIT MY NEW WEBSITE: www.wmmcpacfp.com

My Practice

I offer comprehensive investment planning. I can help develop a plan that takes into account your financial circumstances, tax status and risk tolerance level, and considers your college, retirement and estate planning goals.

Services

Taxes

I provide the following tax services to individuals and businesses: tax planning, federal and state tax preparation, and standard and electronic tax filing.

Financial Services

I can provide you with valuable information to help you make important financial decisions, such as planning for retirement, buying a home, financing a college education, or investing for your family's future.

Retirement Planning

As you prepare to enter retirement, you'll need to ask yourself some challenging questions about your retirement plans. Determining what to do with your retirement assets could be one of the most critical decisions you make.

Education Planning

The available education planning choices can be confusing. I can show you how your savings will affect your child’s or grandchild’s ability to qualify for financial aid, as well as the implications for your income, gift and estate tax situation. I can also help you identify how much money you need to send your children or grandchildren to college, determine how much you need to save, and how this dedicated investment might fit with your overall investment management plan.

Legacy Planning

If you don't take care of your estate, the IRS will. Without estate planning, you can't take maximum advantage of tax strategies. Your assets in your estate may not be preserved for your heirs. Having a will isn't good enough. Together we can analyze your needs, examine a variety of planning vehicles and determine some answers for your situation.

Professional Money Management

Through H.D. Vest Advisory ServicesSM, I am able to offer my clients access to several professional money management programs that provide access to many fund managers managing separate client accounts via a wrap-fee arrangement.

Additional Services

  • SIMPLEs
  • Limited Liability Companies
  • Business Tax Planning
  • Roth IRAs
  • Standard Tax Filing
  • Business Federal and State Tax Preparation
  • Corporations
  • Electronic Tax Filing
  • Rollovers
  • S-Corporations
  • IRAs
  • Individual Tax Planning
  • SEPs
  • Estate and Gift Tax Planning
  • Partnerships
  • Individual Federal and State Tax Preparation
  • Trusts
  • Estate Liquidation

About Me

Designations

CFP® - Certified Financial PlannerTM

CFS - Certified Fund Specialist

CPA - Certified Public Accountant

Licenses

Securities
  • Exams: 24, 66, 7
  • States: CA, FL, MA, ME, MT, NH, NY, SC, VT, WA
Insurance
  • License: A&H, Life, Variable
  • States: NH
  • License: Life/Health, Variable
  • States: ME
Advisory
  • License: Investment Advisor Representative
  • States: CA, FL, MA, ME, MT, NH, NY, OH, SC, VA, WA

Resources

Advisory Services

Investor Resources


About HD Vest

Recognized by Financial Advisor as one of the top firms in the industry,1 we are committed to changing America by reinventing the way people invest. Since its inception in 1983, HD Vest Financial Services® has supported an independent network of tax and non-tax professionals who provide comprehensive financial planning solutions, including securities, insurance, money management services and banking solutions. Approximately 4,500 independent contractors manage over $35 billion in assets for some 1.8 million individuals, families and small businesses in all 50 states.2
1 Independent Broker-Dealers 2013, Financial Advisor Magazine, April 2013
2 As of January 1, 2014

Contact

Bill MacDonald
75 Congress Street
Portsmouth, NH 03801

Email: MacDonaldB@hdvest.net
Phone: 603-431-4746
Fax: 603-431-2289