As your company grows and develops, our role is to help you keep your priorities on track with not only your business objectives, but your personal goals as well.
In the rush of day-to-day business activities, many small business owners may lose sight of what they had originally hoped to accomplish. As your company grows and develops, it’s important to keep your priorities on track so your business activities are consistent with your long-term personal goals and objectives. Drawing upon our decades of experience working with business owners, Gallagher Pool Wealth Management can help you, in a wide variety of ways, prepare for and plan for business and personal financial success.
Successful business owners invest a great deal of time and effort in building their companies. With the day-to-day demands of running business, it’s often difficult to imagine stepping down for retirement. Yet, in order to help build financial security for retirement and ensure business continuation, it’s important to plan ahead. Business succession planning can establish retirement income for a retiring business owner, as well as smooth the transfer of operations and/or ownership to family or another entity.
Our mission is to create successful retirement plan experiences for Plan Sponsors and their Participants. We accomplish this through:
- A time-tested approach and business model based on simplicity, focus and balance
- A disciplined six-step process to bridge the gap between planning and execution
- The capability to deliver significant resources with focused solutions for our clients
- Fiduciary guidance and support