Founder, CEO
Helping You Retire with Clarity, Confidence, and Zero Guesswork
Trusted guidance to turn your savings into a plan—and your plan into peace of mind.
A Retirement Consulting Firm That Puts People First.
Retirement Lifestyle Advisors was founded with a single goal: to make retirement planning simple, honest, and personal. As a Registered Investment Advisory firm, we operate under a fiduciary standard—meaning we put your best interest first, always. No commissions. No cookie-cutter strategies. Just straightforward advice tailored to you.
We specialize in helping retirees and pre-retirees (typically ages 55+) who are approaching life’s biggest financial transition—retirement. Whether you're rolling over a 401(k), figuring out when to claim Social Security, or wondering how long your savings will last, we’re here to make it all feel a lot less overwhelming.
Founded in 2010, our firm grew out of a desire to provide transparent, conflict-free planning after years of working in a system that put profits over people. Today, we proudly serve families across Northern California and beyond—with a reputation for clarity, trust, and real results.
Meet Patrick McNally—Advisor, Author, and Host of Retirement Lifestyles Radio
Patrick began his career in financial services back in 1999, working for his father’s insurance agency in San Diego. While helping retirees navigate Medicare and life insurance, he heard one concern over and over again: “Will I run out of money?” That question sparked a deeper mission—one that led Patrick to pursue advanced investment licensing, gain experience at a large wealth management firm, and eventually break away to build something better.

In 2010, Patrick launched his own independent advisory firm with a clear mission: deliver transparent, jargon-free retirement planning without conflicts of interest. A year later, he started hosting Retirement Lifestyles with Patrick McNally, now the #1 financial radio show in Northern California.


Patrick is known for making complex topics simple—and helping people feel confident about their money, even if they’ve never worked with an advisor before.
The McNally Family
Patrick and his wife Maggie have been married for over 25 years and live in beautiful Redding, California. Their daughter, Lauren, is a proud UCLA Bruin, while their son, Ryan, just graduated high school who keeps busy with football and track. The family stays active together through church, travel, CrossFit, and time outdoors—especially on the golf course. Also part of the crew: two mischievous cats, Nala and Jafar, and a lovable Golden Retriever named Gunner.
The McNallys believe in living with purpose, staying present, and helping others plan for a life they love.
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