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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.comwww.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.
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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…
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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…
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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
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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.
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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.
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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