James Gallagher was recently asked for commentary on the impact of a potential sale of Chico’s in SWF. Feb. 11th, 2015
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James Gallagher developed and refined a process to bring engineering principals to the retirement space. We use this process to Design, Build and Test integrated financial plans that structure income, optimize taxes, and assure effective wealth transfer. We continually monitor the plan and the investments making real-time adjustments as various life events unfold. We call this process The Journey.
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