Keith Donnell, Mba, Cfp® Email & Phone Number

I am an experienced Personal Financial Counselor specializing in retirement planning. I work closely with a select clientele of highly-employed individuals and their families located generally within the greater Philadelphia area. My clients are busy executives, professionals, and business-owners with career, family, and social commitments. Although they are busy, they are not distracted by the pace of their lives. They know that building wealth for retirement is a long-term, deliberate process. They do not intend to continue working into their 70s and 80s. I help my clients maximize the effectiveness of their financial resources over time so they can enjoy life, build sustainable wealth during their working years, retire on schedule, and remain retired. My clients enjoy the "peace of mind" that comes from working closely with an experienced practitioner who understands the process of building wealth for retirement, does not sell investment products for a living, and always puts their interest first. This frees their minds to focus on other things.