My Approach

Donald Heaney - My approach photo
I care about what’s important to you

Your financial goals are individual, and I can help you achieve them.

I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else.

The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.

With the right financial advice, life can be brilliant.
Donald Heaney - My approach photo


* My 7 children and 6 grandchildren keep me busy!

* I'm a sports enthusiast who has coached High School Basketball, Baseball, and Soccer.

Community Participation

* Active volunteer at: Church, Youth Organizations, and Habitat for Humanity.

Years of Experience ?

Areas of Focus

  • Investments
  • Retirement Income Strategies
  • Family Finances
  • Social Security Retirement Benefits
  • Tax Planning Strategies
  • Retirement Planning Strategies


  • LaSalle University - Philadelphia MBA (Finance) 1985

Files for Download


My Videos(7 videos)

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