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It's Not a Dream If You Have a Plan

We have the expertise and insights to help you build a more secure financial plan

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We create financial strategies that are tailored to your investment needs and goals.

  • Financial Planning
  • Estate Strategies
  • Brokerage Accounts
  • Managed Accounts

Investment Resources


Years of experience have prepared us to guide you through your life transitions.

  • Retirement Planning
  • 401(k) Rollovers
  • Traditional & Roth IRAs
  • Fixed and Variable Annuities

Retirement Planning


Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

  • Term & Universal Life Insurance
  • Disability Insurance
  • Health Insurance
  • Long-Term Care
Insurance Solutions

Insure What Matters Most

Your guide to life insurance

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Client Focused

Client Focused

Our first priority is helping you take care of yourself and your family. Once we understand your risk tolerance, time horizon, and goals, we'll work to develop a financial plan that carefully balances financial strategies that address your investment objectives and insurance needs.

Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and reap those rewards. 

We invite you to check out all the material on our website. If something prompts a question, please send us an email or call the office. 

Creating a financial plan to help meet your retirement needs doesn't have to be a chore. For over 30 years, M K McDonough has helped individuals and families develop financial strategies to help address their investment and insurance objectives. Let us help you identify and prioritize your needs so you'll be better prepared to face your future financial objectives.

Call us today at 510-995-8850 for your FREE consultation