Founded in 1985 by Mark R. Gallagher, is located out of North St. Paul MN. Working with a team of five dedicated associates, we partner with you to develop a financial strategy that will offer an insightful and strategic approach to the following areas:
Choosing the right financial vehicles to take you where you want to go.
Insurance & Risk Management
Specializing in Medicare, Part D, Individual and Small Group Plans
Carrying out your wishes most efficiently after you are gone.
Helping to avoid common tax and compliance traps so that your business can run profitably.
Using the tax code to maximize your charitable deductions for you and the beneficiaries of your donations.
Income tax preparation and advice for individuals and small businesses
Developing a strategic plan to help you educate your children and grandchildren, retire on time and ultimately reach your long-term financial goals.