Conservative planning, premium execution
Retirement income planning with quiet confidence.
We help families turn savings into a dependable strategy using annuities, Social Security timing, and a plan built for stability through market cycles.
Meet your advisor
Donna McElroy
Financial Investment Services (F.I.S.) has been owned and operated by Donna McElroy in Metairie, Louisiana, for the past 30+ years. Donna is a Retirement Protection Specialist who builds lasting relationships with each client. You are as important as your money. She has redefined what a financial professional can be. F...
Who I serve
Built for any chapter of your life.
Within 5 years of retirement
Turning a career of saving into a paycheck that lasts — with a plan for the transition.
Already retired
Making your income durable and tax-smart, and adjusting as life and markets change.
Business owners & pre-retirees
Coordinating an exit, equity, and Social Security timing into one clear strategy.
How I help
Built around your retirement income.
Retirement income
Social Security timing
Annuities & guarantees
Taxes & RMDs
How it works
A calm, three-step path.
Discovery
A short, no-pressure conversation about your goals, timeline, and what keeps you up at night.
Your options
We model conservative scenarios and explain the trade-offs of each — in plain language.
Implement
You choose the path that fits, and we put it in motion with ongoing check-ins.
A quick gut-check
Will your money last?
Drag the sliders to see, in plain numbers, how long your savings could support your retirement. It is a simple estimate — your full picture lives in the Retirement Center, where you can go deeper and save your progress.
Explore your Retirement CenterIllustrative only — assumes a 5% return and 2.5% inflation, through age 92. Not advice.
From our insights
Plain-English retirement guidance.
Retirement Savings: Know What You Have and What You May Need
Your retirement outlook depends on more than your account balance. Learn how income, expenses, workplace benef...
Read article →
Your Account Balance Is One Number. What Monthly Income Could It Support?
You may know how much you’ve saved for retirement. Do you know what monthly income those savings could provide...
Read article →
Fall Is Time for a Retirement Checkup
Long-term care can include everything from help at home to assisted living, memory care or skilled nursing car...
Read article →Join us
Upcoming events
Free, educational events with time for your questions. Nothing is sold.
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Wed, Oct 28 · 6:00 PM CT
Join Us For A Social Security Seminar
St Bernard Parish Library, Meraux, LA
7 seats left
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Tue, Nov 10 · 6:00 PM CT
Retirement and Social Security Seminar
Jefferson Parish Library, Gretna Branch, Gretna, LA
40 seats left
Save my seat
Gallery
Inside Financial Investment Services.
Twice-Monthly Newsletter
Two concise emails per month: plain-language financial concepts, planning questions to ask, and decision checklists.
Good to know
Questions, answered.
How do we get started? +
It begins with a short, no-pressure conversation to understand your goals and see if we are a good fit.
What does it cost to talk? +
The initial consultation is complimentary. We will explain how we work, and any fees, before you decide anything.
Who do you work with? +
We focus on people planning for — or already living in — retirement who want clear, conservative income strategies.
Are the online calculators private? +
Yes. The tools give you an instant estimate; your information is used to prepare your results, never shared publicly.
Is this financial advice? +
The site and calculators are educational. Personalized recommendations come only after we understand your full situation.
Get started
Let's talk about your retirement.
A short, no-pressure conversation — and a clear next step.