Patrick D. McNally

CEO/ Founder


With over 18 years of experience in the financial services industry, Patrick continually educates retirees and employees all over the State of California by offering online classes , seminars and workshops. 

Patrick is the author of the book "Retirement 101, A Simple Guide to Navigating Retirement", he is also the host of the hit Radio Show “Retirement Lifestyles with Patrick McNally” Saturday mornings at 9am on News Talk 105.7  KQMS., and the host of the PBS television show “Retirement Lifestyles with Patrick McNally” on KIXE ch 9.

Patrick specializes in creating Peace of Mind for retirees and pre-retirees. Along with his team of Estate Planning Attorneys, Tax preparers and Insurance agents, Patrick will create a customized income and investment plan to help you sleep well at night, never outlive your income and enjoy the abundant retirement lifestyle you've always dreamed of.

Patrick lives in Redding, CA with his beautiful wife Maggie of 18 years, and two young children. As a family they enjoy being active in their local church, traveling, spending time with friends and family, staying active in crossfit and everything outdoors including camping, hiking, fishing, hunting, skiing and especially golf.


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