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Doc Gallagher Financial Group, Inc.
We are independent investment advisors with a highly successful record in helping our clients with strategies that maximize their financial assets while minimizing tax exposure. We set up and monitor retirement and estate protection plans, offer counseling on personal budgets, and provide a number of ways for our clients to learn more about the economy and financial markets. We're told that our high level of personal service and focus on the needs of each individual translates to peace of mind and empowers them to understand and control their financial future.
The Gallagher Financial Group gives you a team of professionals dedicated to a single mission: helping you achieve your financial goals and aspirations. Your Gallagher Financial Group team includes client service specialists and expertise from local attorneys in order to give you the information you need to make decisions with confidence.
W. Neil Gallagher, Ph.D: President and CEO Gallagher Financial Group, Inc.
W. Neil Gallagher – or Doc Gallagher as we call him – holds a Ph.D. In addition to being President and Chief Executive Officer of The Gallagher Financial Group, Inc., he also is well-known as a Financial Journalist and author.
A former instructor at Texas Christian University, Neil has authored 70 professional and popular articles and four books, including: The Money Doctor's Guide to Taking Care of Yourself When No One Else Will and Burning: Passionate Prayers for Men on Fire.
In addition to his duties with the Gallagher Financial Group, Inc., he also hosts The Doc Gallagher radio program and presents numerous financial strategies to organizations ranging from the Zig Ziglar Corporation to Hitachi Corp.
Neil has been in the business for over 20 years. An avid runner, he has completed the New York City Marathon and many other competitive races.
Gallagher Financial Group Services:
Make the Most of Medicare:
Once you're eligible for Medicare, insurance becomes more affordable and you can't be denied coverage for pre-existing conditions.
Understanding and effectively managing your Medicare benefits can be a tricky and complicated business. The Doc Gallagher Group offers guidance in helping you make the most of your Medicare choices. Our goal is to help you make every dollar count.
Preparing Your Estate:
Effective estate planning involves some of life's most difficult decisions. The Doc Gallagher Group can help you enhance the value of your estate by helping you reduce expenses and taxes while removing the uncertainties involving asset distribution and estate administration. We advise clients in setting up living wills, powers of attorney, property ownership transfers, and wills and trusts that ease the burden on your loved ones.
Secure Your Social Security Benefits:
Planning for retirement is crucial for long-term security and comfort, and Social Security benefits can be a big part of the retirement equation. The Doc Gallagher Group helps clients determine the most financially rewarding time to begin accepting benefits. Since claiming benefits too soon can mean lower lifetime payments, there may be tax benefits in waiting a little longer. You worked hard to earn this reward — let us help you take full advantage of the benefits you've earned.
Retirement should not be a time you only dream about, but rather when your dreams come true. With an ever-increasing number of employers scaling back on pensions and other benefit plans, the Doc Gallagher team can help in your search for a secure and financially sound retirement. Our decades of financial planning experience can help you make the most of your Social Security benefits through proper management of your 401K and other retirement plans to safely generate the highest consistent yields. With the Doc Gallagher Group, we work to make sure you're ready when retirement arrives.
Reduce Your Tax Burden:
We don't believe that "the more you earn, the more you're taxed." The Doc Gallagher Group is committed to helping clients lessen the government's tax bite. By understanding the trends and changes in federal and Texas tax laws, we work with our clients to identify the biggest deductions and savings that keep your money where it truly belongs — with you.
Everyone wants the peace of mind that comes with financial stability and freedom. The Doc Gallagher team can help you meet your short- and long-term financial goals with sound advice backed by years of experience. Our experts can help you establish a realistic budget, save money, avoid market losses and get a handle on debt.
Have more questions? Contact the Gallagher Financial Group, Inc.
Fax: (817) 788-9044
"Your 'Retire Safe, Early and Happy' message has meaning for a wide range of people. It is well prepared, well researched, well presented and well received."
— Zig Ziglar
"On behalf of the Ft Worth Chapter of SCORE and our guests we thank you for an inspiring and informative evening. You have the right words at the right time."
— Roger Henson
"Dear Doc: I received my year end 2008 statements on my investments, and you are exactly right. I didn't lose one red cent, or one green dollar. As a matter of fact, I made money. Thank God for Doc Gallagher and your sound advice."
— Bill MacCormick, Director, Corporate Programming, Crawford Broadcasting Company
"You, dear Doc, were always accessible and available Things were not as bleak as I had been told by my second broker. I should stay in my house, and enjoy my life."
— Rita, a client