News and Commentary
Capabilities Overview
Capabilities Overview
Fran Donlan is a veteran Financial Advisor who offers tailored guidance and a highly personalized experience to a select group of successful individuals, foundations, families, and business owners, both locally and nationally.Fran and his extended team’s mission is to become an essential partner to clients. “By using our experience, resources, and passion for making a difference, we can help our clients identify and pursue their vision of financial success while focusing on what matters and what can be controlled”.“People don’t care how much we know until they know how much we care.” Fran Donlan“A life is not important except in the impact it has on other lives.” Jackie RobinsonWhy Our Clients Choose UsOur commitment to this mission is defined by three core principles:
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
May 01, 2025
Leveraging Annuities During Market Uncertainty
Annuities can be a powerful tool for securing your investments—offering asset protection, tax deferral, guaranteed income, and peace of mind. Read this article to learn more.
April 29, 2025
The Washington Update with Jeff Bush
Our exclusive virtual event will highlight: How election outcomes influence policy directions and investor sentiment. The budget debate and how it shapes legislative priorities and influences market trends. Expected changes from the expiration of the Tax Cuts and Jobs Act and implications for individuals and businesses, and a look at the U.S.-China relationship and its impact on key industries and investment strategies.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
