Our main goal is your main goal with estate preservation: to provide for your family, including spouses, children, grandchildren, parents and siblings. We help you to design a strategy that allows you to share your life’s successes with others during your lifetime and direct distribution after death. We will work with you to prioritize the goals for your estate and customize a strategy to meet your long-term needs. Whether you are trying to minimize the impact of taxes or simply guarantee your heirs will receive what you have originally planned, Matthew Gallagher will work with you to execute the proper strategies for you.
Matthew Gallagher Certified Financial Planner™ Practitioner
Advisory Services offered through Change Path, LLC an Investment Advisor. Gallagher Financial Group and Change Path, LLC are not affiliated.
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