Areas of Expertise

Here are my areas of expertise, which I will use to provide you with customized recommendations that will help you plan for your financial future.

  • Education Funding
    With the cost of higher education rising faster than the rate of inflation, many families wonder how to prepare for this expense. I specialize in education funding and can help you explore the right o
  • Employee and Executive Benefits Planning
    Employee benefits are an important part of the growth of your business. Benefits such as health insurance, pension plans, group life and disability income plans make up the compensation package that h
  • Estate Planning
    You work your whole life to build your estate. You should have control over what happens to it upon your death. Building a lasting legacy takes more than simply accumulating a large portfolio. You nee
  • Fee-Based Financial Planning
    As a fee-based advisor, I am compensated for the time and expertise put into designing and creating your personal financial plan. Under this fee structure, I have a responsibility to ensure your inter
  • Investment Strategies
    Without a coordinated investment strategy, it can be difficult to build an effective investment portfolio that helps meet your financial needs. As a Registered Representative of Northwestern Mutual In
  • Long Term Care Planning
    After a lifetime of work and proper preparation, a secure retirement can be your reward. That security will only be as strong as your ability to stay healthy. Most people would agree that their most i
  • Retirement Planning
    Perhaps one of the greatest financial challenges you will face in your lifetime is preparing adequately for your retirement. I will help you create a plan that will assess your current financial situa
  • Trust Services
    Trust services is a natural progression for people who have accumulated significant assets and now need help preserving and growing their wealth, as well as planning how to distribute it to loved ones

Edward M Gallagher III, CFP®, CLTC®, RICP®

Wealth Management Advisor

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck