Creating a Financial Plan To Work Towards

Financial Freedom

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

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Learn More Today About

How We Help

Secure Your Future through

Specialized Advice

We offer specialized advice that works for you now and in the future – because financial freedom should leave room for you to live.

Pursue Your Financial Goals by

Working Together

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

Pricing

STARTING PLANNING RELATIONSHIP

Initial planning fee is onetime $250. A great place to start planning.

COMPREHENSIVE PLANNING RELATIONSHIP

Initial planning fee is between $1,000 and $2,500 based on the complexity of the relationship.

INVESTMENT MANAGEMENT

Investment management is offered as a separate service and starts at 1.50% for the first $500,000 with breakpoints after that. There are no account minimums. Fee goes down as assets increase.

*Other nominal fees may apply

Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and The Gallagher Financial Group are separate entities from LPL Financial.”

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: NJ,NY,PA,NC,SC,FL,AZ,ME,CO,MA

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