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Home | KJ Donnelly Planning, LLC

I am an independent personal financial planner and asset manager. In a word: I create strategies to strengthen my clients financial security and increase their net worth. I provide my clients with the expert resource they need to take their finances to the next level. 111 East 85th Street Suite 14C, New York, New York 10028. 212996.3535 kdonnelly@brokerageselect.com. Securities offered through BrokerageSelect Member FINRA.

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K. J. Donnelly & Co., Inc.

Kevin Donnelly

111 Eas●●●●●●● Street

New●●●ork , NY, 10028

US

1.21●●●●3535

1.21●●●●2889

kj●●●●●@aol.com

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K. J. Donnelly & Co., Inc.

Kevin Donnelly

111 Eas●●●●●●● Street

New●●●ork , NY, 10028

US

1.21●●●●3535

1.21●●●●2889

kj●●●●●@aol.com

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Home | KJ Donnelly Planning, LLC | kjdplanning.com Reviews

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I am an independent personal financial planner and asset manager. In a word: I create strategies to strengthen my clients financial security and increase their net worth. I provide my clients with the expert resource they need to take their finances to the next level. 111 East 85th Street Suite 14C, New York, New York 10028. 212996.3535 kdonnelly@brokerageselect.com. Securities offered through BrokerageSelect Member FINRA.

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1 my approach

2 my background

3 my services

4 my products

5 resources

6 useful websites

7 financial calculators

8 newsletters

9 get in touch

10 msrb

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Home | KJ Donnelly Planning, LLC | kjdplanning.com Reviews

https://kjdplanning.com

I am an independent personal financial planner and asset manager. In a word: I create strategies to strengthen my clients financial security and increase their net worth. I provide my clients with the expert resource they need to take their finances to the next level. 111 East 85th Street Suite 14C, New York, New York 10028. 212996.3535 kdonnelly@brokerageselect.com. Securities offered through BrokerageSelect Member FINRA.

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kjdplanning.com

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Newsletters | KJ Donnelly Planning, LLC

http://www.kjdplanning.com/node/65337

111 East 85th Street Suite 14C, New York, New York 10028. 212996.3535 kdonnelly@brokerageselect.com. Securities offered through BrokerageSelect Member FINRA.

2

Our Services | KJ Donnelly Planning, LLC

http://www.kjdplanning.com/products

One of the most important advantages of my individualized approach to financial planning is flexibility. I have the capability to support you in all phases of planning and managing your personal finances. Whether you need a strategy to accomplish a specific goal such as retirement or financing your childrens education - or need an overall approach to improve the effectiveness of managing your finances, I can put the right plan in place. My services can be broken down into three broad categories:. Many of...

3

Resources | KJ Donnelly Planning, LLC

http://www.kjdplanning.com/resources

Here are some useful resources to help you:. The Wall Street Journal. Smart Bond Investing Accrued Interest Calculator. 401(k) and IRA Minimum Required Distribution Calculator. 111 East 85th Street Suite 14C, New York, New York 10028. 212996.3535 kdonnelly@brokerageselect.com. Securities offered through BrokerageSelect Member FINRA.

4

Calculator Library | KJ Donnelly Planning, LLC

http://www.kjdplanning.com/calculators

Social security retirement income estimator. How does inflation impact my retirement income needs? Convert discretionary expenses to savings. How long will it take to double my money? How long until my savings reach my goal? Save now vs. save later. How much should I save to reach my goal? What will my current savings grow to? Calculate rate of return. How do taxes and inflation impact my return? What is my life expectancy? What are the chances of becoming disabled? How much will I earn in my lifetime?

5

My Background | KJ Donnelly Planning, LLC

http://www.kjdplanning.com/my-background

Kevin J. Donnelly, M.B.A., CFP. I am the president of KJ Donnelly Planning LLC. I have extensive experience in providing counseling and management services to help clients strengthen their financial security. I am Certified Financial Planner™ Professional with over 25 years of experience working with clients to help them achieve their financial objectives. MBA in Finance and Accounting from Columbia University. Why you should choose a Certified Financial Planner™ Practitioner?

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Home | KJ Donnelly Planning, LLC

I am an independent personal financial planner and asset manager. In a word: I create strategies to strengthen my clients financial security and increase their net worth. I provide my clients with the expert resource they need to take their finances to the next level. 111 East 85th Street Suite 14C, New York, New York 10028. 212996.3535 kdonnelly@brokerageselect.com. Securities offered through BrokerageSelect Member FINRA.

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