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Coaching

Coaching

October 3, 2016 Fox 4 News, Lifestyle, Retire, Uncategorized

Is your kid going to be the next Payton Manning or Olympian Gymnast?? You know that having a good coach for them is essential, so how about a good coach for you?

For 7 years I coached travel Hockey with my daughters team.  I learned a lot in those years about the hidden costs of youthful athletic dreams.  I also learned that those dreams are worth fighting for.  They bring the immeasurable values of happiness, health, and community into our childrens’ lives, as well as our own.  Though money can’t buy the certainty it certainly helps to stay competitive and make our efforts towards our personal goals more relevant, salient, and in certain cases enables their possibility.

Saving for retirement is something we have to dedicate time and planning towards.  Even the best among us in sports and in finance have coaches to help make this dedicated time and planning more valuable and effective.  Building a good team, also means having a good coach.  Someone to help you stay focus and remind you about up coming deadlines and advise you on how best to show for them.

As a financial advisor I have helped many people prepare for the big game coming up in everyone life.  And unfortunately it’s more than just a try out.  It’s called retirement and it can be fun!! With guided for-sight we can look together to that big day and be excited for it, like we should be, rather than wistful or anxious.

 

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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.
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Advisory services offered through J.W. Cole Advisors, Inc.  J.W. Cole Advisors, Inc. and Waterstone Financial are unaffiliated entities.  Advisors must be properly registered in the state where you live in order to conduct securities related business with you. A response to your request for information might be delayed in order to assure our compliance with this regulation. No information provided on this site is intended as a solicitation to buy or sell any security. The investments and services mentioned may not be available in every state. No security will be offered or sold to any person, in any state in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdictions.  Check the background of your financial professional on FINRA’s BrokerCheck

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  • Home
  • Our Services
    • Retirement Income Planning
    • The Fiscal Cliff of Retirement
    • Social Security Optimization
    • Tax Preparation and Planning
    • Estate and Asset Protection
    • Wealth Management
  • TV Appearances
  • Team
  • Contact Us
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