E: [email protected]
Matthew Gallagher - Certified Financial Planner™ Practitioner
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Here I am on ABC Television Network!

Upcoming Webinars


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Optimizing Your Tax Strategy
Gain Control of Your Taxes, Income and Social Security Benefits in Retirement

Retirement has never been so challenging to prepare for. On top of economic and market uncertainty, many are unsure what the future may hold for taxes due to recent legislation and historic pandemic relief. Many experts say there's nowhere to go but up.* Join us for a complimentary workshop where we will discuss the following important topics:

What's changing for taxes and Social Security in 2021.
Why taxes can be one of your biggest retirement expenses without a proper plan in place.And MUCH more!

Event Details:
Colleyville Center

5301 Riverwalk Drive, Colleyville, TX 76034
Tuesday, September 14 from 6:00 p.m. to 7:00 p.m.
REGISTER NOW!

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​I wrote this book because I felt like there are way too many financial “text books” out there. The average individual finds them tough to read unless it’s a substitute for sleeping pills. People feel like they are being talked down to or feel the author is condescending. I’m even a CFP® practitioner and I often feel that way myself reading that garbage. So, I wanted to write a book that simply shared entertaining but true stories from my own life with a financial parallel that just might help you in making your own retirement decisions. And I do hope you find this both enjoyable and enlightening. But if you find it neither, please give it to one of your smarter friends so that they can explain it to you and then you both can have a laugh. (Kidding - But be prepared, this book will keep you on your toes where sarcasm is concerned.) Thanks for taking the time to make me and my life part of your library of knowledge. God Bless!
100% of all profits of the book go to Operation Heal Our Patriots, a ministry that helps wounded and injured U.S. military members and their spouses through PTSD get re-acclimated to married and daily life.

As seen in 'Designing Wealth' Magazine

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Meet Matthew Gallagher

I'm committed to developing lasting relationships with each individual and family we serve. You are a priority and we take the time to build a personal relationship where you’re comfortable participating in the process.
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Matthew Gallagher
(817) 400-4486​
Certified Financial Planner™ Practitioner

Advisory Services offered through Change Path, LLC an Investment Advisor. Prosperity Wealth Management, LLC and Change Path, LLC are not affiliated.

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Licensed Insurance Professional. Respond and learn how insurance and annuities can positively impact your retirement. This material has been provided by a licensed insurance professional for informational and educational purposes only and is not endorsed or affiliated with the Social Security Administration or any government agency.

This information is designed to provide a general overview with regard to the subject matter covered and is not state specific. The authors, publisher and host are not providing legal, accounting or specific advice for your situation.
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Check the background of an investment professional. | Privacy Policy
  • Home
  • About
    • Meet Matthew
  • Services
    • Retirement Income Strategies
    • Tax-Efficient Solutions
    • Investment Planning
    • Long-Term Care
    • Estate Preservation
    • Securities
  • Videos
  • Resources
  • Blog
  • Contact