Donnelly Financial Services

Clarity & Peace of Mind In Planning For Retirement

570-309-8856
Patrick@donnellyfinancialservices.com

Patrick Donnelly - CFP® & Registered Investment Advisor

Confidence In Tomorrow
Starts With Today...

Preparing for retirement comes with a number of high-impact financial decisions. As an independent Certified Financial Planner, I specialize in guiding clients through their retirement transition, and keeping them on track throughout retirement. Together we build a comprehensive financial plan that incorporates retirement income planning, Social Security maximization, Medicare coverage, tax minimization, portfolio strategy, and legacy gifting. My differentiation lies in the scope of my services. I provide clients with a boutique experience, and pride myself on being the one-stop-shop that they want for all of their retirement planning needs.

CERTIFIED FINANCIAL PLANNER™

The Highest Professional Designation Within Financial Planning

Fiduciary

The Highest Ethical Standard Within Financial Services

What can you expect from me?

Comfort & Convenience

Most of our meetings can be held virtually, which means you won't have to leave your home to get top quality financial planning

Retirement Income Planning

Your retirement lifestyle will depend on developing an optimal and sustainable mix of income sources.

Investment Strategy

We only take on as much market risk as absolutely necessary to achieve your income goals.

Tax Minimization

Getting a tax plan in place early can minimize your lifetime tax bill, and reduce the risk of higher taxes in the future.

Medicare Coverage

Choosing the right Medicare coverage package is crucial for protecting your health and financial well-being.

Social Security Maximization

Taking Social Security at the right time can maximize your lifetime income and support your financial longevity.

What can I do for you?

2 separate service models

Retirement Planning &
Investment Management

Retirement is an exciting milestone, but can come with concerns of spending down your nest egg too quickly, or being wiped out by poor markets. My planning process starts with building a retirement income plan that provides flexibility in strong markets, and safety when (not if) poor markets occur. Together we will integrate an investment strategy that directly supports the rest of your plan, while only taking on as much risk as is absolutely necessary to achieve your goals. I will serve as both your planner and portfolio manager to provide consistent clarity and guidance throughout your retirement.

Pre-Retirement Planning

Navigating the road towards retirement comes with plenty of questions and decisions. Many of us just want to know that we’re staying on track, and making the best possible decisions. For those who are still building towards retirement my priority is to provide clarity and guidance that will get you to your end goals. Oftentimes, that means helping you to understand your current financial positioning and trajectory. Together we will create a plan the provides insight into how to build towards and reach your financial goals. That can mean optimizing your income across multiple savings buckets, choosing the appropriate investment strategy, establishing a tax strategy, and protecting your assets. All of which we establish and implement together.

Annual Fee Schedules

2016 - Now

My Experience

It's important to know your financial planner's background. Here's mine...

A career in financial AdviCe

Upon graduating with Bachelors of Science degrees in Economics and Business Management in 2016, I began my career with PNC Bank in the Wealth Management Associate Program. For 2 years I worked on a team of seasoned financial professionals advising high-net-worth families. In 2018, I took on a new role as a senior analyst at a boutique investment research firm, working primarily with hedge funds. Throughout 2018 and 2019 I worked towards and ultimately earned my Certified Financial Planning Designation. In 2020 I began my own retirement planning advisory becoming sole owner and founder of Donnelly Financial Services.

My Mission

My mission is to help clients live great lives by providing peace of mind around their future, and allowing them to focus on what they value most.

A Little About Me

When I’m not working with my clients I tend to divide my time across a slew of other interests and hobbies. That list includes running, skiing, scuba diving, hunting, and home-brewing the most delicious beer you’ve ever tasted! The only thing that I prioritize higher than my work is my wife, Leigh, and our families. We currently reside in the beautiful little community of Forest Hills tucked away in Queens, NY.

Contact Me

570-309-8856
patrick@donnellyfinancialservices.com

Donnelly Financial Services is a Limited Liability Corporation registered in the state of Delaware