Helping to Plan and Manage Your Financial Future

Financial Planning

When you need a strategy, our financial planning services can help provide sensible answers to your questions.

  • Need your retirement portfolio analyzed?
  • Looking to consolidate your far flung investment accounts?
  • Want to calculate how much you will need to accumulate for retirement?
  • Wondering how long your assets will last?

Our financial planning services can provide these answers either on a one-time "Project" basis or under a long term arrangement as your financial planning source.

The first meeting, free and without obligation, allows us to discuss your situation to explore the possibility of working together to address your issues.

What is a complementary initial meeting like? Watch the video below.

This video is provided courtesy of Boston University to illustrate an initial financial planning meeting.  The participants appearing as the couple are paid actors.  The content should not be construed as investment advice or a recommendation to purchase or sell any security.  Boston University is not affiliated with Dan Galli or Ameritas Investment Corp.

Securities and investment advisory services offered solely through Ameritas Investment Corp. (AIC).  Member FINRA/SIPC.  AIC and Daniel J. Galli & Associates are not affiliated.  Additional products and services may be available through Daniel J. Galli or Daniel J. Galli & Associates that are not offered through AIC.

Securities products are limited to residents of CA, CT, FL, GA, IN, MA, MD, ME, MI, MO, NH, NJ, NY, OR, PA, RI, TX, VA, VT and WA

Licensed for insurance sales in MA, RI, NH, WA, and FL.

This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction.  As with any security, request a prospectus from your Registered Representative.  Read it carefully before you invest or send money.  A Representative from Daniel J. Galli & Associates will contact you to provide requested information.

Representatives of AIC do not provide tax or legal advice.  Please consult your tax advisor or attorney regarding your situation.

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