Financial Planning

Kevin Donnelly is a Certified Financial Planner and provides clients with in-depth guidance on their personal financial matters. His services are tailored to the individual client’s needs. These may be:

• Comprehensive Financial Plans
• Estate Planning
• Household Cash Flow Analysis
• Family Budgets
• Insurance & Long-Term Care Assessments
• College Savings Planning
• Retirement Planning
• Asset Allocation Modeling

Please contact Kevin at KJDPlan@aol.com for more information.