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Hi, I'm Derek!
I'm not like most financial advisors. It's not my goal to gather your assets or to sell you products. Instead, my focus is helping you plan for those big milestones in life. To do this, I developed the "Tax-Smart Retirement Planning Process."
I specialize in working with mid-career professionals and pre-retirees, using my customized process as our source of navigation.
The result? Freedom from worrying about the future, so you can enjoy more of today.
I am located south of Minneapolis MN and work with clients locally and across the country.
Whatever your vision of financial success is, I've got the expertise, creativity, and solutions to get you there. I look forward to our work together!
-Derek Delaney, CFP®, ChFC®, EA
Founder & President
Who We Have Helped
These testimonials/endorsements were provided by PharmD Financial Planning clients and prospective clients. They may not be representative of the experiences of other clients. The clients were not compensated, nor are there material conflicts of interest that would affect the given testimonials/endorsements. You can view a complete list of reviews at Derek Delaney's Wealthtender profile.
Why PharmD Financial Planning?
Flat-Fee
We exchange our services for a flat-fee. We don't charge an asset percentage fee, earn commissions, or are compensated by product sale or referral.
Retirement & Tax Focused
We specialize in providing tax-efficient retirement advice and guidance to help you make educated and informed retirement decisions.
Tax-Smart Retirement Planning Process
The TSR Planning Process is our proprietary process that clients experience each year in pursuit of their retirement dreams.
Limitless
We serve all clients regardless of income or asset size. We are located south of Minneapolis MN and can meet in-person or virtually.
Expertise
Derek has advanced qualifications and credentials. It allows him to do retirement work for clients that many other advisors cannot.
Simplified
Life is complex. We make it so your finances are not. It's retirement advice you can actually understand.
Ready To Learn More?
Schedule your complimentary consultation today. Or visit our FAQs page to learn more!