ASSESS & PLAN
Our process begins with a thorough assessment of your current financial situation. We ask the right questions. We listen, so we can know you. We understand your needs, your concerns, and your goals. We want to understand what is important to you. Because, we don’t just care about your money and pursuing your goals, we care about you. We then develop a meticulous financial plan to best pursue achieving your clearly defined goals.
STRATEGIZE
No two people are the same, your financial strategies should be personalized. We develop and implement strategies for each client to simplify the complexities associated with your wealth. We develop strategies to grow, protect, and transfer your wealth. Some of the strategies we implement are listed below:
- Investment Strategies
- Retirement Strategies
- Estate Planning Strategies
- Insurance Strategies
- Tax Strategies
- Cash Flow and Income Strategies
- College Savings Strategies
MANAGE
There are many facets to Wealth Management. At Gallagher Wealth Management we address all aspects of your wealth, from every angle. Our job is to understand, follow, and advise on your complete financial picture. We work closely and collaboratively with your tax, legal, and insurance professionals in order to fully understand all aspects of your finances, avoid strategic mistakes, and make recommendations based on changes to your goals or finances.