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Upcoming Webinars

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.
​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

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.