Fear of running out of money
Your results are in!
You’re Thinking About or Building Toward Retirement—But Your Savings Need a Better Strategy.
Don’t panic. Success is simpler than you think. Your dream retirement lifestyle starts here
The Future You Want Is Closer Than You Think.
What if I told you that you can overcome…
Paying too much in taxes
Stress over the market and economy
Not knowing where to start
Overwhelmed by paperwork and planning
...and gain clarity and confidence with one easy-to-follow system:
Feel confident your money will last
Keep more of what you’ve saved
Stay steady through market swings
Know exactly what steps to take next
Finally feel in control of your future
I'm Patrick McNally and I’ve been Helping People Win at Retirement for 25+ Years
"My goal is simple: make planning for retirement fun—so you can ditch all that guesswork, stress, and boring financial jargon."
Here’s a bit of my background and ways I serve folks just like you:
I’m here to help you get ahead. Think of me as your Retirement GPS—directing you toward a worry-free retirement with my proven method.
The
Retirement
Playbook:
Build
Smarter,
Secure
Your
Future
Everything you need to plan wisely, protect your savings, and retire with confidence.
Maximize Social Security and avoid costly mistakes
Plan IRA rollovers and retirement accounts with confidence
Build a simple, clear retirement budget
Stay on top of Medicare, long-term care, and healthcare decisions
Organize all key documents and estate information in one place
Protect your legacy with proven estate and LTC strategies
Navigate taxes easily with clear planning tools
Use ready-to-go worksheets and checklists for individuals or couples
Retirement Pack
Retirement Lifestyle Survivor’s Guide – Organize key documents, contacts, insurance, wills, and assets so your loved ones are prepared.
Retirement Budget Worksheet – Plan monthly and annual expenses with clarity and ease.
IRA Guide: 11 Biggest Rollover Blunders – Avoid costly mistakes when moving retirement funds.
Retirement Calendar Checklist – Track key financial dates, contributions, and deadlines.
Confidential Retirement Data Form – Document assets, liabilities, and income to keep your planning on track.
Social Security Pack
Quick Reference Guide – Key benefit numbers and claiming percentages.
Sample Benefit Analysis – Compare real claiming scenarios and outcomes.
Client Questionnaires – Worksheets for individuals or couples.
Savvy Social Security Guide – How WEP and GPO may affect your benefits.
Medicare Planning Pack
Quick Reference Guide – Premiums, deductibles, and coverage choices for 2025.
Enrollment Flowchart – Clear visual steps to navigate Medicare decisions with confidence.
Long-Term Care Pack
Savvy Generational Planning Guide – 4-step estate and communication plan.
LTC Planning Options – Compare strategies and funding solutions.
Best of Caregiving Resources eBook – Forms, checklists, and caregiving contracts.
Caregiver First Meeting Guide – Templates and resource lists for family caregivers.
Tax Savings Pack
Tax Planning: The 4 Stages of Retirement – Learn how your tax strategy should evolve from pre-retirement to later years.
Key Financial Data – Quick reference for tax brackets, contribution limits, credits, deductions, and Medicare premiums for 2025.
Get Ahead Now—Unlock Everything for Only $77.
Special Offer!
Get the Playbook Today for
Only $77 (Over $1,000 Value!)
Retirement Pack
$279 Value
Social Security Pack
$197 Value
Medicare Planning Pack
$159 Value
Long-Term Care Pack
$219 Value
Tax Savings Pack
$199 Value
TOTAL VALUE: $1,053
