Mark MacDonald is Senior Partner at Sage Financial Partners. After 25 years building brands and companies for leading media and digital entrepreneurs, Mark and his partners are helping business owners and high net-worth individuals learn how to minimize risk and maximize and preserve wealth via specialty tax and investment strategies.
Mark and his partners specialize in tax-enhanced and tax-free retirement planning for business owners and individuals, personal pension and lifetime income planning, legacy planning, business succession, 401(k) compliance, estate-tax planning, risk management, wealth transfer, private placement life insurance, college-funding and premium financing for high-net worth individuals.
Mark is a former U.S. CEO and media executive at leading financial and news companies including US News and World Report and Individual Investor Group. He is co-author of the bestselling book “Breaking the Tax Code”, has been named one of “America’s Premier Experts,” and has been the featured retirement expert on “The Consumers Advocate” television program, appearing on NBC, ABC, CBS and FOX affiliates. He has been married to his wife Leigh for 28 years and has two daughters who both work for leading global finance companies. His many passions include family, friends, travel, music, reading, sports and helping business owners and individuals achieve their business and personal finance goals in life.