Services Designed with You in Mind
Providing financial guidance for your organization, group or event.
Your company, club, or church group can learn how to retire. Retirement options and income planning strategies are subjects of interest to everyone.
Dr. W. Neil Gallagher’s presentation helps people think in positive and uplifting terms about questions regarding retirement, and long-term care that many people are afraid to ask. The message is practical and provides prudent strategies of preparation for retirement at the level and lifestyle that you and your family have earned and deserve.
The goal of each presentation is to introduce each individual present to the financial process that can help provide the foundation for retirement. People from all walks of life have benefited…at every level of business, civic or church activity.
“Our group loved your super presentation, Doc…we want you back!” – Zig Ziglar
Popular Presentation Topics and Services Include:
• How to Make the Most of Medicare
• How to Prepare Your Estate
• How to Secure All of Your Social Security Benefits
• How to Retire Successfully
• How to Reduce Your Tax Burden
• How to Prosper Financially
• 3 Secrets to Protecting Your Money
• Estate Planning
• Long Term Care
Company Group Meetings:
• Doing a rollover right**
• Civic Clubs and Organizations:
• Information and Inspiration
• Churches and School Groups:
• Improving Stewardship and Giving
Contact us now to schedule Dr. W. Neil Gallagher for your event or organization, or call the Gallagher Financial Group, Inc. Marketing Department at 817.485.1825
We can help through a variety of personalized services:
Facilitation of Family Discussions
Estate Planning Strategies
Contact us today!
*Annuities are designed to meet long-term needs for retirements. Guarantees are based on the financial strength and claims paying ability of the issuing insurer.
**Any transaction that involves a recommendation to liquidate a securities product, including those within an IRA, 401(k) or other retirement plan, for the purchase of an annuity or for other similar purposes, can be conducted only by individuals currently affiliated with a properly registered broker/dealer or registered investment adviser. If your financial professional does not hold the appropriate registration, please consult with your own broker/dealer representative or registered investment adviser for guidance on your securities holdings.