Retirement Wealth Solutions LLC

 

 

As with most other things in life, the key to achieving your long-term financial objectives is planning. Your goal may be to fund your children’s college education, protect your family during your working years, or guarantee your own retirement security. These things won’t happen by accident. It’s important to determine what you’d like to achieve financially and then map out a strategy that will help you meet those goals. The good news is that it’s never too late to start.

 

As financial advisors we offer strategies for:

  • Funding for Qualified Plans
  • Retirement Planning
  • College Funding
  • Insurance Needs
  • Financial Planning & Wealth Management*
- improving monthly cash flow
- managing assets
- enhancing retirement security
- reducing insurance cost
- tax reduction strategies**
 

Please use our Web site as a resource, and do not hesitate to contact us for additional information or to schedule a meeting. Thank you for your interest. 

 

Patrick J. Gall, Registered Representative offering securities through NYLIFE Securities LLC, member FINRA/SIPC, A Licensed Insurance Agency. Licensed in MN and WI.110 E 2nd Street.Marshfield, WI 54449 ((715) 384-5481.

*Financial Adviser offering investment advisory services through Eagle Strategies LLC.  A Registered Investment Adviser.  Licensed in MN and WI.
NYLIFE Securities LLC and Eagle Strategies LLC are New York Life Companies.

Retirement Wealth Solutions, LLC is not owned or operated by NYLIFE Securities LLC, or its affiliates.

Patrick J. Gall is a CFP® CERTIFIED FINANCIAL PLANNER™ professional.

Pat Gall is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the state of WI. No insurance business may be conducted outside this state referenced.

**Patrick Gall does not provide tax or accounting advice.  Please see your own advisor prior to making any decisions.


 






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