Take the first step toward financial success in retirement
Financial planning doesn't have to be overwhelming — our team will be by your side, providing guidance and support along every step of your financial journey.
Financial Planning
Our financial advisors focus on your future to help you pursue your retirement goals
Ready to build a retirement plan that helps you achieve financial success?
Gallagher's Financial Planning team recognizes that financial wellbeing extends beyond retirement, encompassing both your working years and retirement. Our team of financial planners is dedicated to providing unbiased advice through a holistic approach to guide you at all stages of your life. We're here to partner with you to make simplicity out of uncertainty and empower you to make informed decisions.
Why choose to work with a Gallagher financial advisor?
When looking for a financial advisor, it's critical that you find the right professional who understands your specific needs.
Knowledge and experience
Gallagher has built its reputation one client at a time — listening, learning and designing customized financial plans and investment solutions that put your needs first. Gallagher Financial Planning advisors operate as fiduciaries, acting in the best interest of each of the individuals and families that we work with.
Our skilled industry professionals aim to serve as a financial GPS, working closely with clients, offering guidance on directions and routes to take to achieve your financials goals.
Comprehensive services
- Investment strategy and income management
- Retirement planning
- Education savings
- Family protection and generational wealth planning
- Estate planning
- Long-term care
The process we take develops over time and is an ongoing relationship. Our team is dedicated to having you informed when it comes to your finances.
Trust and integrity
Trust and integrity are at the core of everything we do.
We're committed to acting in your best interests and providing transparent advice that you can rely on.
Our fiduciary duty helps ensure that your financial goals always come first, giving you confidence in our agreed-upon plan.
1. Find your financial advisor.
Meet Gallagher's Financial Planning team of advisors.
Meet the team2. Set your financial goals.
Whether you want to retire early, move to a new home or start building wealth for you and your family, we can help create a roadmap.
3. Implement a plan.
Based on your discovery conversations, your advisor will outline recommendations to achieve what matters most.
4. Stay the course.
As your life changes, so does your financial plan. You and your advisor will meet regularly to make updates to your plan and help ensure you stay on track.
View your account details
Learn how Gallagher’s Financial Planning team can help you plan for retirement.
We take the time to understand where you are in your retirement journey and what your goals are, to develop a customized, flexible plan that empowers you to make informed decisions about your financial future.
Disclosure statement
This material was created to provide information on the subjects covered, but should not be regarded as a complete analysis of these subjects. The information provided cannot take into account all the various factors that may affect your particular situation. The services of an appropriate professional should be sought regarding before acting upon any information or recommendation contained herein to discuss the suitability of the information/recommendation for your specific situation.
Gallagher Fiduciary Advisors, LLC ("GFA") is an SEC Registered Investment Advisor that provides retirement, investment advisory, discretionary/named and independent fiduciary services.GFA is a limited liability company with Gallagher Benefit Services, Inc. as its single member. GFA may pay referral fees or other remuneration to employees of AJG or its affiliates or to independent contractors; such payments do not change our fee. Neither Arthur J. Gallagher & Co., GFA, their affiliates nor representatives provide accounting, legal or tax advice.
Securities may be offered through Triad Advisors, LLC ("Triad")member FINRA/SIPC. Triad is separately owned and other entities and/or marketing names, products or services referenced here are independent of Triad. Neither Triad, nor their affiliates nor representatives provide accounting, legal or tax advice. Review the Triad Form CRS.
As a Registered Investment Advisor, Gallagher Fiduciary Advisors, LLC is required to file Form ADV Part I and Part 2A with the SEC. Part 2A of Form ADV contains information about our business operations for the use of clients. A copy of the Form ADV Part 2A can be requested by contacting the Gallagher Fiduciary Advisors, LLC Compliance Department.
For compliance-related questions about our investment advisory services or to request the most current version of this relationship summary, please review our Client Relationship Summary or call 212-330-1011.