The budget deal reached in Washington will keep the country out of default and avoid a partial government shutdown. It will also impact millions of Americans and their finances.
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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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