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Hi, I'm Derek Delaney
I specialize in helping individuals aged 50 and older with $1 million to $6 million in investable assets. If you're within five years of retirement and seek a trusted, long-term planning partnership, I can guide you in making informed decisions that enhance your financial security and help you achieve your retirement dreams.
To do this, I developed the PharmD Planning Process. An integrated suite of retirement planning services that help my clients achieve widely successful retirements.
The result? Greater financial confidence and peace of mind.
Let’s work together to build a strategy that’s perfectly aligned with your vision for the future!
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 I 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
I exchange my services for a flat fee. I don't charge an asset percentage fee, earn commissions, or are compensated by product sale or referral.
Retirement & Tax Focused
I specialize in providing tax-efficient retirement advice and guidance to help you make impactful retirement decisions.
The PharmD Planning Process
The PharmD Planning Process is a specialized service that clients experience each year in pursuit of their retirement dreams.
Limitless
I am located south of Minneapolis MN and can meet in-person or virtually. Location is not a barrier.
Expertise
I have advanced qualifications and credentials. It allows me to do retirement work for clients that many other advisors cannot.
Long-Term Relationship
I'm not retiring anytime soon. You get me and my expertise by your side for the next 30+ years.
Ready To Learn More?
Schedule your complimentary consultation today. Or visit our FAQs page to learn more!