Articles By McElroy Donna

Donna began in the financial business as a part-time teller at a local bank in 1991. She was quickly given several promotions as her dedication to customers’ needs was apparent and appreciated. Unfortunately, the bank was bought out, which changed Donna’s trajectory to seek out an education to obtain her insurance license, she started her firm, she’s the current president of Financial Investment Services.Donna thrives on making a difference for her clients, securing their financial needs. Not just focused on Annuities and Life Insurance but with all retirement and financial needs as well. Ensuring a safe retirement for her clients gives her more joy than any amount of money ever could.

“In a perfect world, you would enter retirement with your home paid off, $2million in savings, and not a penny in debt. Unfortunately, our world is far from perfect.”-Donna McElroy. . .

November 20, 2020

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“Most people do not know that a Health Saving Account can be used after your working time to help offset medical expenses that Medicare does not pay, this can be. . .

July 6, 2020

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If you’re retired or very close to retiring and you feel you need more guaranteed income than social security will provide, it can make sense to use a portion of. . .

May 11, 2020

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What Divorced Women Need To Know About Money “Two major trends are profoundly impacting women. One, women are living longer—longer than men. Two, nearly half of marriages are likely to. . .

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