Each morning you'll receive an email with one of Patrick McNally's Retirement Planning Secrets... Apply each one and achieve Clarity, Confidence and Peace of Mind!
Extra Bonus's: Monthly updated planning checklists, quick guides and important retirement dates/deadlines for all areas of planning.
Social Security, Taxes, Estate, IRA’s, Long Term Care & More!
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Radio Show
Each weekend, Patrick host’s “Retirement Lifestyles” Where it’s all about having the Health, Wealth, and Freedom you need, to live your dream retirement.
Join Patrick and his locally as well as nationally recognized guests, as they address the issues of importance for today’s retirees or soon-to-be retirees.
Book
There’s a million things you need to do to be prepared for Retirement…Review Social Security benefits, retirement savings accounts, health insurance, just to name a few. But
the number one thing Successful Retirees always plan for is…INCOME. Get your resource guide for this next stage of life.
Retirement Lifestyles
Planning Bundle
Social Security - Medicare - Long Term Care
Budget - 11 Biggest Rollover Blunders
Patrick McNally, Owner, Financial Advisor, Radio Host, Author
Starting out in financial services in 1999, I began my career working for my father in his insurance agency in San Diego, California. 5 years later he retired and I moved on to a large wealth management company where I quickly learned that the overall financial goals were more in line with the company than with the clients.
In 2010, I struck out on my own and founded McNally Wealth Management with the simple mission to provide Transparent , Independent financial advice that was simple to understand and free from conflicts of interest such as hidden expenses and high commissions.
A year later I was given the opportunity to start a Saturday morning radio show on News Talk 105.7 fm KQMS. I called it “ Retirement Lifestyles with Patrick McNally ”. Headed into our 13th year on the air, we are the number one financial radio show in the North State.
Our mission and our planning style became synonymous with the name Retirement Lifestyles, so we decided to change our firm name to match. Retirement Lifestyles Advisors was born.
Today, we are a thriving Registered Investment Advisory firm dedicated to a Fiduciary Standard of care.
We have an amazing family of clients that all share a common goal: Peace of Mind.
Enjoying retirement without worrying about the finances.
Learn More About Working With Us
Questions or Comments? Call or Text Anytime 530-319-5819
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