Retire Safe, Early and Happy or Sad, Mad and Poor


With more than 30 years of experience in the financial world, Dr. W. Neil Gallagher knows the prescription to get you on track for a safe, early and happy retirement. Dr. W. Neil Gallagher has worked with people from companies both large and small and can work with you to reach your investment goals without compromising your future.

According to Gallagher, one of the easiest and smartest things you can do is to combine your IRAs and 401ks. It’s a simple method for keeping things straight for you right at the most basic levels. After all, having 401ks at multiple previous employers plus having a bunch of IRAs scattered across several institutions is a lot to keep track of. Combining them will cut down on pesky fees and other costs of maintaining them.

One of the things Dr. Gallagher’s experience has taught him is that it can be frustrating dealing with a professional broker or brokers. After all, it’s often you the investor who ends up “broker”.

One of the most incredible things we hear at Gallagher Financial when working with someone to combine their assets is, “Wow, I didn’t realize I had that much money!” Obviously, that’s a terrific feeling to have and it provides you with the ability to make other cogent decisions regarding your future.

Combining these fragmented elements affords you more opportunities.

Finding out what’s best for you is of paramount importance. Everyone is different. We work with literally thousands of people with needs as diverse as their fingerprints. We’re here to help you learn about the choices and give you the ultimate power over your money. Contact us today to start exploring those opportunities.

So, do you want to retire “sad, mad, and poor” or “safe, early and happy”? It’s your choice.

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