Connor Donohue - Agility Financial Group

Connor Donohue - Agility Financial Group Helping individuals and families transform financial complexity into clear, actionable wealth strategies.

I turn ‘financial junk drawers’ into organized roadmaps for the future

06/18/2026

Brad Marchand is always prepared—some might say overprepared. Let's start getting you ready for whatever lies ahead.

06/16/2026

Last week, U.S. equities posted modest gains, overcoming early volatility tied to shifting rate expectations and geopolitical news. Treasury yields eased as lower energy prices helped temper inflation concerns, while mixed economic data kept investors cautious but selectively optimistic. For more insights, check out this week's market perspective.

American couples who reach age 65 have a chance of one or both members living almost 20 years longer on average. Let’s t...
06/15/2026

American couples who reach age 65 have a chance of one or both members living almost 20 years longer on average. Let’s talk over your retirement plan and make sure it can go the distance.

For many in the LGBTQIA+ community, planning for retirement may include caring for chosen family, navigating unique lega...
06/11/2026

For many in the LGBTQIA+ community, planning for retirement may include caring for chosen family, navigating unique legal considerations, or building long‑term security.
I’m here to help you establish a retirement plan designed to support the future you envision.

06/11/2026

Two business partners built something real.

Fifteen years. A mid-sized professional services firm in Dallas. Good revenue, loyal clients, a team that had been with them almost from the beginning.

They had a buy-sell agreement. Had it drafted when they first started. Shook hands, signed it, filed it away.

What they never did was fund it.

One of the partners died unexpectedly at 54. No warning. Here one day, gone the next.

What followed was not a clean transition. It was 18 months of legal disputes, strained client relationships, and a grieving family that needed liquidity immediately — sitting across the table from a surviving partner who wanted to keep the business but didn't have the capital to buy them out.

The agreement said the right things. The money just wasn't there.
The family eventually settled for less than the business was worth. The surviving partner took on debt that changed the trajectory of the company. Employees left during the uncertainty. Clients followed.

All of it was preventable.

A properly funded buy-sell agreement — backed by life insurance sized to the current valuation — would have written a completely different ending. The family gets fair value. The partner keeps the business. Everyone moves forward.

The agreement without the funding is just a document.

If you own a business with a partner and you haven't looked at this recently, that's the conversation worth having.

Whether you’re buying your first home or making space for a growing family, I can help you outline an approach that lets...
06/11/2026

Whether you’re buying your first home or making space for a growing family, I can help you outline an approach that lets you take the next steps with confidence.

Legacy is built by saving intentionally, protecting wisely, and planning with purpose. I can help you prioritize steps d...
06/10/2026

Legacy is built by saving intentionally, protecting wisely, and planning with purpose. I can help you prioritize steps designed to bring you closer to your goals.

06/09/2026

Last week, markets softened as a stronger labor report drove yields and rate expectations higher. Despite solid economic data, inflation concerns and geopolitical pressures continue to complicate the outlook for monetary policy. Learn more with this week’s market perspective.

Building a financial plan starts with understanding your goals, timeline, and how you want your money to support your li...
06/08/2026

Building a financial plan starts with understanding your goals, timeline, and how you want your money to support your life, both today and over time. I’m here to help you navigate complexities with manageable steps designed to help you grow with confidence and purpose.

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13455 Noel Road, 20th Floor
Dallas, TX
75240

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