E: [email protected]
Matthew Gallagher - Certified Financial Planner™ Practitioner
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​Investment Planning

Planning for retirement can be a complicated, intricate process. With so many important decisions to make and so many options available for meeting your needs, it’s important that you have a resource you can count on to guide you step by step along the way.

We take the time to analyze your unique financial situation and understand your risk tolerance before developing strategies that may lead you to the retirement you’ve spent a lifetime working to build. Because we’re not tied to one particular company or product, we offer an array of solutions for addressing your financial concerns and achieving the goals you’ve set for yourself and your family. We are committed to sharing our financial expertise and educating you on the products in your portfolio, how they work and why they are a fit for your needs.
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Whether you’re in the initial stages of planning or are already retired, Matthew Gallagher can help you make your retirement funds last. From comprehensive money management and securities-based solutions to life insurance and annuities, we have the knowledge and experience you can rely on to feel prepared and protected. We will always keep your best interests at heart and put you in control of your financial destiny.  
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Matthew Gallagher
(817) 400-4486​
Certified Financial Planner™ Practitioner

Advisory Services offered through CreativeOne Wealth, LLC an Investment Advisor. Prosperity Wealth Management, LLC and CreativeOne Wealth, 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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  • Home
  • About
    • Meet Matthew
  • Services
    • Retirement Income Strategies
    • Tax-Efficient Solutions
    • Investment Planning
    • Long-Term Care
    • Estate Preservation
    • Securities
  • Videos
  • Resources
  • Blog
  • Contact