I deliberately used plain English in my book. I believe new earners and retirees could benefit from my advice, based on true tales of client tragedy and triumphs.
CHARLOTTE, N.C. (PRWEB) September 04, 2018
Dan Gallagher, author, keynote speaker and recently retired, nationally recognized Certified Financial Planner with over 30 years of professional experience, launches The Secrets of Successful Financial Planning. The book highlights financial strategies and personal client stories and is targeted for the do-it-yourself, take-charge consumer.
For over three decades, Gallagher surveyed clients about their financial strategies and experiences prior to his engagements with them. Three issues kept surfacing:
1. The client did little or no planning, ignoring professional advice but occasionally taking ideas from magazine articles or other impersonal sources;
2. The client diligently planned, using self-help books or software that did not offer customized strategies based on the client’s specific situation;
3. The client hired biased or incompetent advisors, including professionals who used ghost-written books to promote financial products or fee-based services.
In his book, The Secrets of Successful Financial Planning, Gallagher reveals which aspects of a financial plan require a professional’s guidance and which parts can a savvy, well-educated, do-it-yourself, take-charge person handle him or herself.
In the book, he addresses the six interrelated areas of financial planning:
● Cash and Budget Planning
● Insurance and Risk Management
● Tax Management
● Retirement Planning
● Investment Planning
● Estate Planning
“I deliberately used plain English in my book,” reports Dan Gallagher. “I wanted to educate the do-it-yourself person as well as consumers needing to better understand and select their professional advisors and brokers. I believe that new earners and retirees could also benefit from my advice, based on true tales of client tragedy and triumph.”
In his various roles, Gallagher was a trainer, guest speaker, author, editor and educator. He has given national workshops on financial planning topics. His appearances have been sponsored by such companies as Anheuser-Busch, Norfolk Naval Shipyard and Canon USA.
During his practice, Gallagher was also a Certified Business Intermediary, an honor given by the IBBA (International Business Brokers Association) in recognition of his technical expertise, professional development, proven experience and high ethical standards.
Gallagher now offers speaking and training services. As of June, 2018, he is a registered “expert witness” with The Expert Institute, New York, voted #1 Expert Witness Provider by The National Law Journal.
Gallagher’s book is strongly endorsed by Arthur B. Laffer, Ph.D., a world-renowned author, known as “The Father of Supply-Side Economics.”
“From Monte Carlo analysis and portfolio theory to tax strategies and economics, Gallagher puts it all in everyday language for practical use,” reported Arthur B. Laffer, Economic Advisor to two U.S. Presidents. “Gallagher’s book, The Secrets of Successful Financial Planning (SSFP) can help almost anyone bring efficiency to their financial planning, a huge benefit to readers.”
Laffer added, “SSFP is strongly recommended.”
The Secrets of Successful Financial Planning is available at Skyhorse Publishing, Amazon, Barnes & Noble, Indies and Thriftbooks.
About Dan Gallagher
During his career, Dan Gallagher was a Certified Financial Planner, Certified Business Intermediary and a Chartered Financial Consultant and Chartered Life Underwriter. He was also an author, trainer, keynote speaker, editor and educator. His financial articles have appeared in The Virginia Gazette, Virginia Lawyers Weekly, Charlotte Business Journal, The Daily Press and Financial Planning. He currently offers speaking and training services. He is also a registered “expert witness” with The Expert Institute, New York. He is a graduate of the Virginia Military Institute, majoring in Economics and Modern Languages. He earned his Master of Business Administration at William & Mary. He holds a graduate teaching certificate from the University of North Carolina, Charlotte (UNCC). For speaking engagements, he can be contacted directly. Website is https://authordan.com. Twitter is https://twitter.com/AuthorDan1/.
Public Relations Consultant