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About Us

attorneys, accountants and other professionals deliver more value to their clients in areas clients value most.

business owners coordinate business and personal financial planning. Our guidance helps maximize opportunities, mitigate risks, and simplify things so clients have less stress, and can remain focused and in control of their generational wealth.

individuals navigate make-or-break planning challenges to structure durable lifetime income in retirement.

We are a financial advisory practice specializing in three disciplines. We help:

We are a financial advisory practice specializing in three disciplines. We help:

individuals successfully navigate make-or-break planning challenges to structure durable lifetime income in retirement.

business owners coordinate business and personal financial planning. Our guidance helps maximize opportunities, mitigate risks, and simplify things so clients have less stress, and can remain focused and in control of their generational wealth.

attorneys, accountants and other professionals deliver more value to their clients in areas clients value most.

Helping Protect, Grow and Distribute Wealth

Michael M. McDonough, Inc.

Michael M. McDonough, Inc

Helping Protect, Grown & Distribute Wealth

We are a financial advisory practice specializing in three disciplines. We help:

individuals successfully navigate make-or-break planning challenges to structure durable lifetime income in retirement.

business owners coordinate business and personal financial planning. Our guidance helps maximize opportunities, mitigate risks, and simplify things so clients have less stress, and can remain focused and in control of their generational wealth.

attorneys, accountants and other professionals deliver more value to their clients in areas clients value most.

Retirement Income Planning

Retirement Income Planning

As the first generation to fund retirement predominantly via our investments, we ‘Baby Boomers’ are increasingly “on our own” for retirement security.  Recent and soon-to-be retirees face a perfect storm of low interest rates, expensive markets, unprecedented longevity, escalating health care costs, uncertain social safety nets, and unknown inflation levels.  We have the specialized training, experience and resources to help you get it right the first time as “there are no do-overs” with retirement planning.

Business Owners

Business Owners

Is preoccupation with running your businesses superseding personal financial objectives, including retirement planning?  Blind spots can result in missed opportunities and leave crucial exposures in retirement security, risk management, asset protection, and tax efficiency.  We help protect what you’ve built while developing a coordinated financial plan.  Even those who’ve made it to the top of the mountain must get back down.  Our proven strategies can help.

Attorneys & CPAs

Attorneys & CPAs

Are you looking to save time, better understand the products clients own, inoculate yourself from liability, and serve clients more broadly and efficiently?  Do you appreciate diligence, professionalism, and well-vetted ideas?  Our team of specialists can get you there.