Gallagher Financial Services, Inc.

Investment Advisory Service, Financial Planners, Financial Planning Consultants

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23 Years

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(651) 774-8759Call Visit WebsiteVisit Website Map & DirectionsDirections1321 White Bear Ave NSaint Paul, MN 55106 Write a ReviewWrite Review

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BBB Rating: A+
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Other Link: http://www.markgallagher.com
Categories: Investment Advisory Service, Financial Planners, Financial Planning Consultants, Insurance, Investment Management, Investment Securities, Mutual Funds, Retirement Planning Services

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Phone: (651) 774-8759

Address: 1321 White Bear Ave N, Saint Paul, MN 55106

Website: http://www.markgallagher.com

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Gallagher Financial Services, Inc.

Tax Planning
Tax planning considers the tax implications of individual, investment, or business decisions, usually with the goal of minimizing tax liability. While decisions are rarely made solely on their tax impact, you should have a working knowledge of the income or estate tax issues and costs involved.
Charitable Giving
Charitable giving is motivated by both personal and tax incentives. Congress encourages charitable giving through tax legislation that can minimize your income and estate taxes. Charitable planning involves selecting the gifted property and charitable structure that will target your needs.
Estate Taxes
Tax Services
Securities and advisory services offered through Commonwealth Financial Network, member FINRA / SIPC, a Registered Investment Advisor. Tax preparation and fixed insurance products and service offered by Gallagher Financial Services. This communication is strictly intended for individuals residing in the states of CO, FL, IA, MI, MN, NC, SC, SD, TX, VA, WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Form CRS.
Tax Deductions
Charitable giving can have a large impact on both the recipient and donor of a charitable contribution. Strategizing your charitable giving efforts can help your philanthropic dollars have the greatest impact while maximizing your tax deductions for yourself and your family. Charitable giving advising can help to prioritize your philanthropic interests, evaluate the impact of donor grants, seek out opportunities for giving, and manage taxation results.
Income Tax
Composed of five dedicated, full time associates each possessing a unique knowledge blend specific to Investments, Income Tax Strategies, Health Insurance and Life Insurance. At Gallagher Financial, our team is able to dig deeper into your current financial situation in order to help you build a more efficient long term financial plan. It really is as simple as that. We would love to connect with you and address any questions or concerns you might have in regards to your current financial situation.

Investment Management
Mutual Funds
This requires year-round planning, and it begins with an in-depth understanding of the tax implications of various investments and investment strategies, including the treatment of wash sales, tax-exempt investments, gains and losses, 1031 exchanges, qualified dividends, option strategies, tax deferred investing, passive income and losses, and mutual fund taxation.
Wealth Management
Common estate planning issues addressed in the wealth management process include the transfer of wealth, the minimization of transfer taxes, asset protection, and charitable giving.

Accounting Services
Jeff Youngquist is in his seventh year with Gallagher Financial Services, serving as one of our tax specialists.Â He is also our staff accountant, often providing behind-the-scenes support for tax and accounting matters.Â Jeff is QuickBooks Pro certified and has a Finance degree from Mankato State University.Â Among the variety of hats he wears, Jeff is our in-house technology liaison and our 401k Plan Administrator.Â His past experiences include extensive small business accounting and 401K administration.Â Â He and his wife Kathy have been happily married for 31 years.Â In his spare time, Jeff enjoys hunting and fishing, outdoor photography and spending time with his extended family.Â During the summer months, Jeff and Kathy thrive on frequent trips to Northern Minnesota!

Financial Planning
Th year consulting with individuals in Financial Planning, health and life Insurance and income tax strategies. Mark has been happily married to his wife Nancy for 25 years and together they have three children. If you have any questions about your finances that you are unsure of and would like someone to talk to, you are more than welcome to call Mark at the office or E-mail Mark at any time.
Retirement Planning
Retirement planning involves evaluating your current financial standing and creating an accumulation strategy that will help to ensure a desired retirement lifestyle. Because an individual’s retirement years can span decades, retirement planning generally dominates other financial goals. A successful plan put into place during the wealth-building lifespan should address ways to maximize growth and tax-efficient distributions, as well as how to leave retirement assets to the next generation.There are several ways to save for retirement...
Asset Management
Charitable Lead Trusts
Another way for you to make charitable gifts is to create a charitable lead trust. A charitable lead trust pays income to your chosen charity for a certain number of years after your death. Once that period is up, the trust principal passes to your family members or other heirs. A charitable lead trust can be appropriate when you want to retain a cherished asset within the family.
Asset Protection
If you own substantial assets, creditor protection can be a concern. Creditors can come in many forms. An asset protection plan first identifies potential exposure and then identifies preventive tools and strategies to reduce exposure. Asset protection planning deals with ownership issues, liability insurance, statutory protections, special needs trusts, offshore and domestic trusts, prenuptial agreements, divorce, and business dissolutions.

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