by Josh Gallogly | May 4, 2024 | Uncategorized
Plan of Action Conversation – What You Can Expect The Plan of Action Conversation is the final step of a two-step process to help you make an informed decision about my financial planning firm, Milestones Financial. The main objective during this 45-minute phone or...
by Josh Gallogly | May 4, 2024 | Uncategorized
Are We a Fit? Introductory Phone Call: Why It Is Important and What You Can Expect The “Are We a Fit? Introductory Phone Call” is the first step of a two-step process to help you make an informed decision about my financial planning firm, Milestones Financial. Our...
by Josh Gallogly | Dec 19, 2023 | Newsletter
How Addiction Can Impact Retirement Security: Understanding the Unseen Threats “I’ll tell you what my father told me at your age, ‘It’s hell getting old.’ And, he wasn’t lying.” That bit of insight has been shared with me by one of my dear uncles over the past few...
by Josh Gallogly | Aug 13, 2023 | Uncategorized
How to Find a Great Financial Advisor: 4 Questions You Need to Answer As you face a major life event that impacts your financial circumstances, partnering with an ethical and knowledgeable financial advisor can help facilitate a smooth transition into this new phase....