EKC Financial Partners
Financial Planning is personal. You’ve worked hard to save and invest your money and now it’s time to optimize and protect your savings to provide for your future and your loved ones thereafter.
Our approach focuses on tailored planning strategies and insurance solutions to provide our clients with guaranteed lifetime income, asset protection, and achieve tax efficiencies in support of a holistic approach to their finances.
01
Start Smart
Get a Clear Understanding of Your Financial Life
First, we gain a thorough understanding of your current financial situation, goals, objectives, risk tolerance, and the key considerations that should be addressed in your retirement strategy.
Six Fundamental Financial Planning Considerations
Six key financial planning considerations can impact your financial goals now and in the future. The question is not if these will affect your finances, but to what degree. We evaluate your sentiment toward each consideration and quantify the potential effects on your assets over time. This allows us to build customized strategies to help you achieve your financial objectives for retirement.
Longevity
Outliving financial assets as the result of a longer life.
Inflation
Reduction in real purchasing power as the result of increasing cost of living.
Mortality
Loss of financial assets as the result of a partner’s or spouse’s death.
Liquidity
Limited access to assets to meet life’s unexpected financial needs.
Market
Unexpected reduction in the value of financial assets at the time of withdrawal.
Taxes
Decreasing income and assets and/or the impairment of legacy assets from increasing taxes.
02
Apply Discipline
A Retirement Strategy Designed for You
Next, we design a retirement strategy that actively works to help optimize your wealth and protect your finances, keeping your goals and objectives at the forefront of our planning process.
03
Communicate Progress
Our Commitment to You
Lastly and continually, we work to ensure transparency of your income plan by providing visibility, proactive
outreach, and accessibility to our team throughout our working relationship.
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Meet The Advisor
Dan Donley
Founder
With over 35 years of experience in the insurance and investment industry, I’ve built a career focused on customized solutions for each and every client. My practice over the last several years has focused on the legal community. I’ve developed and implemented plans that improved benefit programs for small and large firms, as well as identifying and customizing solutions for the personal needs of partners and associates alike. While my clients are primarily in the Midwest and Florida, my approach to helping clients is not bound by geography, but built on long term relationships and a deep understanding of both personal and business planning needs. I currently reside in metro Atlanta, but my practice continues to thrive nationwide through referrals and building long term relationships. I look forward to helping you, your family and your firm develop financial solutions today, and into the future.
In my non-working hours, I love spending time with my three daughters, and their families. I’m a sports enthusiast, especially college football and MLB. And I love a great dinner at home, or out on the town.
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Retirement Resources
Complimentary Educational Resources
Lastly and continually, we work to ensure transparency of your income plan by providing visibility, proactive outreach, and accessibility to our team throughout our working relationship.
Our Upcoming Events
Events in June 2025
- There are no events scheduled during these dates.
Our Blog
Financial Calculators
PLEASE NOTE: The information being provided is strictly as a courtesy. We make no representation as to the completeness or accuracy of information provided via these calculators. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, information and programs made available through the use of these calculators.
