Sean McDonnell, CFP®
Financial Adviser, Advance Capital Management
Sean McDonnell builds strong relationships with families and individuals in order to better help them meet their financial needs. As a financial adviser, he works closely with his clients to create and implement customized financial plans. He provides a wide range of services, including investment and 401(k) management, retirement planning and tax strategies.
He holds the CERTIFIED FINANCIAL PLANNER™ designation.
Before joining Advance Capital, Sean worked as a successful small-business entrepreneur for more than a decade. He earned a BA in Communications from Michigan State University.
Phone: 800.345.4783
E-mail: smcdonnell@acadviser.com
www.acadviser.com
LinkedIn: www.linkedin.com/in/seanmcdonnell/
On the Cusp of a Market Downturn? What to Do (and Not Do) When Retiring
retirement
On the Cusp of a Market Downturn? What to Do (and Not Do) When Retiring
Anyone nearing retirement needs to invest like they drive: Defensively. Here's how to do that.
August 8, 2019
How to Live Frugally Without Skipping Starbucks
savings
How to Live Frugally Without Skipping Starbucks
Everyone's heard of how you can save a ton of money over time by cutting out splurges like fancy coffee drinks. But there's a much more lucrative targ…
October 26, 2018
Is There a Right Way to Make a Roth Conversion?
retirement
Is There a Right Way to Make a Roth Conversion?
Converting some of your traditional IRA funds into a Roth can be a great strategy as you approach retirement. But be careful about how you incorporate…
September 28, 2018
The Biggest Social Security Mistake You Can Make
savings
The Biggest Social Security Mistake You Can Make
The decision to retire early at age 62 vs. age 65, 66 or even waiting until age 70 isn't a straightforward math equation. And it can't be made in a va…
June 4, 2018
Here's What a Financial Adviser Would Ask When Hiring an Adviser – and What You Should, Too!
retirement
Here's What a Financial Adviser Would Ask When Hiring an Adviser – and What You Should, Too!
To see if a prospective financial professional could be a good fit for you, take my 10-question list to your appointment.
May 1, 2018
10 Questions to Fire at Financial Advisers
retirement
10 Questions to Fire at Financial Advisers
Whenever I meet with prospective clients, they bring a list of questions to ask me.
May 1, 2018
How to Spot a Scam: Here are 3 I Dodged
retirement
How to Spot a Scam: Here are 3 I Dodged
Financial scams often come with some easy-to-spot red flags, but some are trickier. So, before you click on that fun online quiz to see what movie cha…
February 26, 2018
Why the 4% Withdrawal Rule Is Wrong
retirement
Why the 4% Withdrawal Rule Is Wrong
If you think it’s because retirees should withdraw less than 4% to make their nest eggs last, that's not quite it. In fact, maybe they could withdraw …
January 25, 2018