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  • Our Services
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FOX4TV – Valentine’s Day Financial Advise

FOX4TV – Valentine’s Day Financial Advise

Feb 13, 2018 | Financial Planning, Fox 4 News, Security, Video |

Financial Advise for Valentines Day?!  How can that be romantic? Well, check out this video and YOU decide…  Whether you’re just starting a new romance or spending your 30th Valentine’s Day together, James has some things for you to think about as your built (or maintain) your financial future with someone you love.  Happy Valentine’s Day!

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The Journey

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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  • 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
  • Newsletters
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