Brian Gallagher helps individuals, families, and business owners turn their financial goals and visions into reality. Brian takes the time to understand his clients’ specific situation and needs, then designs a financial plan that becomes a roadmap to lead them from where they are now to where they want to go.
Through highly customized financial planning strategies and on-going service Brian has tailored his practice to serve our vastly growing local communities. Brian utilizes a combination of financial instruments and tax-advantaged planning to develop unique solutions to today’s ever changing economy. Brian also coordinates his work with local tax and legal professionals to help his clients reduce estate taxes and asset transfer costs.
Brian has been a financial advisor since 2012 and was eager to rejoin his home community with FSFM in January of 2016. During that period he has developed an expertise in pre-retirement and retirement income solutions, asset allocation strategies, and asset management.
Along with a Bachelor of Science business degree from Missouri State University, Brian’s professional credentials consist of FINRA 6, 63, and 7 registrations in addition to life and health insurance licenses with the State of Missouri Insurance Division.
Brian graciously looks forward for the opportunity to meet and help you achieve your financial goals and ambitions. He would gladly meet you in his office, or if more convenient, your home or place of business.