Donnelly Financial Services

While approaching and transitioning into retirement we are faced with a number of high impact financial decisions. As a solo Certified Financial Planner focused on retirement transition planning, I support and guide my clients through the retirement decision making process from start to finish. Together we address areas including retirement income planning, portfolio management, tax planning, social security planning, and legacy planning. I strive for a deep understanding of my clients financial needs and priorities in order to develop a financial plan that provides long-term peace of mind. Ultimately, a plan is only as effective as its implementation. Throughout your retirement I will be your financial quarterback for plan implementation and investment management.