Services

Donnelly Investments provides a comprehensive approach for managing your financial life and creates a long-term plan that is customized to your personal values and financial goals. We offer a wide variety of services to guide you through the various stages of wealth accumulation, preservation, and distribution.

Portfolio Management

We construct an investment portfolio based on the individual objectives, time horizon, and risk tolerance of each client. The portfolio is then reviewed and rebalanced on an annual basis to maintain proper asset allocation and to optimize market exposure.

Risk Management

We provide a review of your insurance policies including life, disability, property and casualty, general liability, and long-term care. We believe your comprehensive financial plan must consider and prepare for the unexpected such as accidents, illness, or disability.

Retirement Planning

We work with you to establish a savings target as well as provide guidance on pension elections, retirement plan asset allocations, and withdrawal strategies for IRAs, 401(k)s, 403(b)s, 457 plans, and the federal Thrift Savings Plan (TSP). We also aid businesses with the setup of defined contribution and defined benefit retirement plans.

Estate Planning

We review your wills, trusts, powers of attorney, and gifting strategies for efficient transfer of wealth to heirs or charitable causes. We can also work closely with your legal advisors or recommend outside legal counsel to update your estate planning documentation as needed.

Tax Guidance

We will coordinate your financial plan with your tax preparer or CPA. Based on your tax needs, we will then recommend the utilization of Individual/Joint Brokerage, Roth/Traditional, SEP/SIMPLE as well as various other retirement, custodial, and education accounts.

Government Employee Retirement

We specialize in assisting current and former government employees to include state and local personnel as well as CSRS, FERS, and all uniformed services at the federal level. Together, we will establish a target retirement date to maximize benefits/pension entitlements and setup a distribution schedule upon retirement.

"Time is your friend; impulse is your enemy."

- John Bogle