Watch a short video with Peter J. Gallagher, URPG Managing Director, "The First Meeting: Your Needs, My Questions, Our Plan"
Solutions to Get You There
Wherever you are in life, we offer the solutions to help you reach your goals. With planning and professional guidance, you can transition from receiving a paycheck to creating your own retirement income and leaving a legacy for your loved ones.
Retirement Income Planning Solutions
A great day for us is when we can tell our clients they’re on track for the retirement they envision. We specialize in helping people who have retirement accounts invested in IRAs, 401(k) plans, and 403(b) plans, formalize a written retirement plan. Your retirement income plan can give you clarity around where you stand now, and what changes may need to be made to help you reach your big day.
Your retirement income plan will project your future health care and housing costs. We’ll assist you in understanding the various social security income options available. We’ll work to pinpoint your personal "benchmark," the rate of return needed for your plan to meet your retirement income needs.
No matter your age and how much you’ve already saved for your future, completing a written plan is key. It can help you enjoy the productive, fulfilling retirement you envision.
Keep in mind, we don’t need to manage your retirement assets for us to help you with a retirement plan.
Investment Planning Solutions
You’ve worked hard and you had the discipline to save for retirement. You completed a retirement income plan and we know your personal “benchmark” needed to meet your retirement needs. Now we’ll work together to customize an investment strategy to help accomplish your goal.
Knowing that there are more than 30,000 mutual funds and ETFs to choose from, we screen all our investment recommendations using a fiduciary due diligence program. As an Accredited Investment Fiduciary® professional, we offer you the confidence that comes with knowing all our investment recommendations will be made with your best interest in mind.
Legacy Planning Solutions
It’s never too late to evaluate your legacy planning needs. Together, we can work with your legal and tax advisor to minimize your tax exposure, build an efficient transfer of assets, and protect your wealth for your loved ones.
A good estate plan includes a strategy to manage your financial affairs and health care decisions if you cannot. It can prove invaluable in easing the burden for your family during a time of emotional distress. We have the tools and resources to help you put this important plan in place.
Interested in learning more? Schedule a free consultation today to see how we can help you with all your financial needs.