The McDonald Group

The McDonald Group The McDonald Group is an insurance and investment agency located in Jackson, Tennessee. The McDonald Group's goal is to provide excellent service. Government.

Why Over 5,000 Clients Put Their Trust In The McDonald Group:
They specialize in working with people concerned about their financial future, whether they are just considering retirement or have already retired. The McDonald Group, under the direction of Kelly McDonald (ChFC, CLU, CASL, LUTCF), strive to make it their goal to help people considering retirement pursue their goals. Everyday they stri

ve to help people age 50+ find ways and make all attempts to make their money last. So, if you are considering your financial future, retirement years, or even if you’ve already retired, call The McDonald Group for all your financial and protection needs and questions. Need Financial Planning* or Advice About Insurance? How you manage your finances today will affect how you live tomorrow. Assisted planning will help you with important decisions like:

Retirement
Are you retired, or considering retirement? You may think you cannot save for the future, but with the help of a trusted professional and a sound plan, you can. If you are already retired, let us show you how to enjoy your retirement years. Life Insurance
Where are your life insurance needs? Do you have enough? Life insurance is a complicated product that comes in various forms. A trusted professional can help you cut through the clutter and determine the type of policy and the amount of coverage to fit your nee

Long-Term Care
No one plans for a lengthy illness, but it is likely that many will suffer from one or care for someone who does, and it’s costly. Purchasing a long-term care policy can protect your family’s assets and help ensure that you receive the care you deserve. Neither The McDonald Group, its representatives, nor its affiliated companies are associated or endorsed by the federal Medicare program or U.S. Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Osaic Wealth, Inc. and its representatives do not provide tax advice; therefore it is important to coordinate with your tax advisor regarding your specific situation. Third-party comments may not be representative of all client experiences. Please see our website for full disclosures: www.themcdonaldgroup.net

Here are eight mistakes to avoid when.
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Here are eight mistakes to avoid when.

There are common mistakes you can avoid when saving for retirement.

Even if you’re young and single, you should still consider protecting yourself with insurance.
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Even if you’re young and single, you should still consider protecting yourself with insurance.

Even if you’re young and single, you should still consider protecting yourself.

Happy 9th Birthday, Kylie Eckard! Hope your day is full of Sunshine & Love! We love you!
08/31/2026

Happy 9th Birthday, Kylie Eckard! Hope your day is full of Sunshine & Love!
We love you!

With great wealth comes even greater questions. Learn more in our article.
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With great wealth comes even greater questions. Learn more in our article.

Preserve your high net worth with these foundational tips.

Wondering about your choices for putting aside money for retirement? Learn more about your options.
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Wondering about your choices for putting aside money for retirement? Learn more about your options.

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.

Long-term care costs can be significant—and many people underestimate them. Use this tool to get a sense of what care mi...
08/24/2026

Long-term care costs can be significant—and many people underestimate them. Use this tool to get a sense of what care might cost and how to prepare.

Estimate potential long-term care costs and what coverage may help address them.

Wondering how much to set aside for college? Use this calculator to get a clearer picture of what you may need to save a...
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Wondering how much to set aside for college? Use this calculator to get a clearer picture of what you may need to save and when to start.

Rebalancing = restoring a portfolio to its original risk profile. Are you feeling a little off balance?
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Rebalancing = restoring a portfolio to its original risk profile. Are you feeling a little off balance?

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

Happy 15th Birthday, Bailey Alayne Dodd!We hope this beautiful young lady has a wonderful day! We love you!
08/17/2026

Happy 15th Birthday, Bailey Alayne Dodd!
We hope this beautiful young lady has a wonderful day!
We love you!

Earnings season can move markets. Find out why.
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Earnings season can move markets. Find out why.

Earnings season can move markets. What is it and why is it important?

Address

3021 Highway 45 Byp, Suite 104
Jackson, TN
38305

Opening Hours

Monday 8am - 4:30pm
Tuesday 8am - 4:30pm
Wednesday 8am - 4:30pm
Thursday 8am - 4:30pm
Friday 8am - 1pm

Telephone

+17316606439

Website

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