Through a vast array of services, Matthew can help you map out the future you desire.
INCOME DISTRIBUTION Once you’re in retirement, we focus on devising a strategy to wisely utilize your accumulated assets. We provide solutions such as annuities*, which help guarantee* income you will never outlive. We work together through budget counseling and financial communications with family and colleagues.
INVESTMENTS Here, we believe a long-term, diversified investment strategy is a solid way to help you reach your goals. We help you look at all the options and determine what the best fit is for your personal situation.
WEALTH ACCUMULATION Our goal is to maximize your wealth and minimize your taxes, giving you the financial tools you need to build a successful retirement. A key to reaching this increased financial security is having a wealth accumulation strategy tailored to your unique financial goals, time frame and lifestyle.
WEALTH PRESERVATION In retirement, it becomes all the more important to preserve what you’ve built. We help you protect your life savings from the increasing costs of long-term health care needs while preserving your dignity, independence, wealth and income.
WEALTH TRANSFER We know you want to protect your family and have the assurance they’ll be taken care of. Our team offers estate protection planning, which enable you (upon death or disability) to distribute your assets when you want, to whom you want, in the amount you want, and for the purposes you want, all while saving every tax dollar possible. *Licensed Insurance Professional. Respond and learn how life insurance and annuities can be used in various planning strategies for retirement.
*Guarantees, including optional benefits, are backed by the claims-paying ability of the issuer, and may contain limitations, including surrender charges, which may affect policy values.
Matthew Gallagher Certified Financial Planner™ Practitioner
Advisory Services offered through Change Path, LLC an Investment Advisor. Matthew Gallagher Financial and Change Path, LLC are not affiliated.
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.