Dan Galli

Background

About Dan Galli

We help clients find the answers to three questions regarding their financial planning: Where am I? Where am I going? How do I get there? We work closely with our clients helping to simplify financial issues such as saving for college or retirement, selecting investments for future growth potential, helping reduce taxes, managing retirement IRA, 401(k) and 403(b) retirement plans. Our integrated services takes the stress of planning off your shoulders. We love helping our clients simplify their financial life. Seeing clients realize that they can pay for their children’s education, retire comfortably or arrange their affairs with comfort and peace of mind brings us tremendous satisfaction. Our goal is to help our clients feel comfort and success. Through individual service and attention, our clients navigate market turmoil; learn how to maximize their Social Security and Medicare benefits, handle Required Minimum Distribution planning all through a personally designed financial planning program which they can monitor at will. We are committed to providing the services and help that our clients need. To that end, I have taught Retirement Planning professionally for over 15 years, been an active member of the Financial Planning Association of MA, including serving on the Board of Directors and as President. I travel nationally presenting financial education workshops for large corporations to help their employees to be empowered to manage their financial affairs.