Patrick Connolly
Patrick Connolly has been helping retirees and pre-retirees plan their “second life” for over 25 years. Being a Retirement Income Specialist, Patrick serves in a mathematical verification role to all of his clients. He specializes in retirement lifestyle planning with an emphasis on tax efficiency and lifetime income. He educates his clients with a new way to think about money, and retirement planning. This gives them confidence that their money will last as long as they do. Furthermore, he’s also proficient in developing and implementing estate planning strategies by working closely with a professional advisory network of experienced CPAs and attorneys. On a personal note, Patrick is a founding member of the Collegenomics Funding Council, Patrick has four children, Alissa and Caitlin and Justin & Ian, who have graduated from Duquesne University, and University of Pittsburgh, and Ohio University respectively.
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Patrick Connolly is a Retirement Income Specialist
