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About Us

Our Primary Purpose

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.

Our Primary Purpose

We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.

We invite you to check out all the material on our website. If something prompts a question, please send us a quick email or call our office. We look forward to speaking with you.

Dick Donahue is in his 20th year as a charter member of Ed Slott's Elite IRA Advisor Group

Ed Slott and Company is the nation's leading source of accurate, timely IRA expertise and analysis to financial advisors, institution, consumers and media across the country. We neither sell nor endorse any financial product.

Members of Ed Slott's Elite IRA Advisor GroupSM train with Ed Slott and his team of IRA Experts on a continuous basis. These advisors pass regular background checks, complete requisite training, attend semiannual workshops, webinars, and complete mandatory exams. They are immediately notified of changes to the tax code and updates on retirement planning, so you can be confident your retirement dollars are safe from unnecessary taxes and fees. Additionally, members have access to us, America’s IRA Experts to answer any tough questions or planning needs.

Retirement planning is complicated, and you need an IRA specialist in this area. It is a personal and situational endeavor with possible pitfalls in the way of success. Work with a financial professional who invests in his / her education to manage risk and keep more of your retirement dollars for you and your family.

There are approximately 500 members throughout the country armed with current, specialized IRA information to help service their clients and clients’ families.

What makes an advisor from Ed Slott’s Elite IRA Advisor GroupSM different?

  • Our group encompasses a range of financial advisors, CPAs, estate planning attorneys and insurance agents
  • These high-caliber advisors are investing over $8,000 per year toward IRA education to help their clients
  • Members are specialists in retirement distribution planning

Membership in Ed Slott’s Elite IRA Advisor GroupSM means having:

  • Semiannual IRA educational workshops per year with Ed Slott and his team of IRA Technical Experts, along with guest speakers from Ed Slott and Company's network of expert colleagues
  • Instant access to a wealth of resources ONLY for members of Ed Slott’s Elite IRA Advisor Group, including Ed Slott and Company's custom-designed modules - diagnostic checklists that advisors can use to ensure their clients' IRAs are set up and maintained correctly
  • Immediate updates via email, webcasts and videos on the latest changes to IRA tax laws
  • 24/7 access to our Experts to confer with on complex cases. In 2022 alone, we were able to answer over 4,000 questions for our members!
  • A network of the top financial advisors in the country

Ed Slott’s Elite IRA Advisor GroupSM is not affiliated with or endorsed by LPL Financial and Asset Advisors LLC

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