Introducing Justin McDonald – Retirement Plan Consulting

Justin McDonald is a good listener and knows how to ask questions that
get at the heart of what business leaders need in a retirement plan. With technical expertise and more than three decades of experience, Justin helps businesses craft a better plan and get real value from every plan feature.

Justin’s expertise spans:

• Retirement plan analysis and problem solving.
• Tax efficient plan design.
• Employee retirement savings education.

Justin began his career in finance at Morgan Stanley, where he helped
institutional, individual, and retirement plan investors grow their money. At
a Newport Beach RIA firm, he proactively managed portfolios to help
clients outperform the markets, and at Wells Fargo he actively managed
risk while recognizing opportunity.

At Fisher\SMB^TM, Justin works with small and mid-sized businesses to help improve outcomes for all employees. From plan design to employee education, Justin is there for business leaders and their employees, offering sound advice and support to help make every retirement plan a success.

Our goal is to help every employee at the companies we work with achieve a more successful retirement.”