Travis MacDonald, Financial Services Representative

Travis MacDonald, Financial Services Representative My broad knowledge of financial products helps give my clients the confidence they need when working with a financial professional.

Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, protecting your family's future or you’re simply looking for life, disabil

ity income or long-term care insurance protection, I promise you a new level of attention, insight and capability. I offer a broad portfolio of individual insurance protection, asset accumulation strategies, and financial products and services for high net worth families, businesses, and institutions. www.mycoastalwealth.com/licensing

03/01/2024

And it continues with us. This Women’s History Month, we honor the women who broke barriers and led to greater empowerment.

Planning to immediately pull money from your retirement accounts as soon as you exit the workforce? There may be a bette...
02/21/2024

Planning to immediately pull money from your retirement accounts as soon as you exit the workforce? There may be a better way. Let’s talk through a qualified longevity annuity contract (QLAC) that can help delay withdrawals and associated tax payments.

02/20/2024

Will your business be enough to fund your retirement? Let’s talk about how to grow, diversify, and protect your retirement income — today and tomorrow.

02/20/2024

It’s true — certain life insurance policies have benefits you can use during your lifetime and pass on to your loved ones upon your death. Talk to me to learn how.

This Presidents' Day, we salute our nation's leaders – both past and present.
02/19/2024

This Presidents' Day, we salute our nation's leaders – both past and present.

Annuities are a great way to allow your savings to grow tax deferred. Let’s discuss how to keep as much money in your po...
02/14/2024

Annuities are a great way to allow your savings to grow tax deferred. Let’s discuss how to keep as much money in your pocket as possible.

https://bit.ly/3UMVeZA.

This video explains the benefits of tax deferral and describes the differences between a tax-deferred investment and one that is taxed each year.Tax deferral...

Wishing you and your loved ones success and happiness in the year ahead. Happy Lunar New Year!
02/10/2024

Wishing you and your loved ones success and happiness in the year ahead. Happy Lunar New Year!

These days, you can do almost anything online. But lots of people prefer real human interaction when talking about their...
02/07/2024

These days, you can do almost anything online. But lots of people prefer real human interaction when talking about their financial goals. Let’s discuss your retirement needs and see if your plans are on track.

https://bit.ly/42yXi9q.

Black History Month is a time to honor and celebrate the enduring legacy of Black Americans.
02/06/2024

Black History Month is a time to honor and celebrate the enduring legacy of Black Americans.

02/06/2024

36% of American businesses are owned by women. If you’re one of them, let’s work together to chart the course for future success.

This month and always, we recognize and honor the accomplishments of Black Americans throughout history.
02/01/2024

This month and always, we recognize and honor the accomplishments of Black Americans throughout history.

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1000 Corporate Drive Suite 700
Oakland Park, FL
33334

Opening Hours

Monday 10am - 6pm
Tuesday 10am - 6pm
Wednesday 10am - 6pm
Thursday 10am - 6pm
Friday 10am - 5pm

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