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Helping People

Dear Valued Client,

Let me ask you a couple of questions:

If your doctor had just helped you recover from a difficult illness, and someone else you knew was experiencing the same symptoms, would you tell that person about your doctor?

If you learned out about a job opening and knew your friend would be an excellent fit for the position, would you let them know about the opportunity?

I believe you would. Because you like to help people.

I also like helping people. That’s why I became a financial advisor. I love helping people better understand their financial options, pursue their goals, and prepare for their dream retirement.

I especially love working with clients like you. So, if you ever know anyone who could use some help with their own finances, I hope you’ll let me know. Now, you probably can’t think of anyone right now, but if a friend or family member ever expresses a need for financial advice, please think of me. It could be a friend at work. Someone new to the area. Someone thinking about retirement. It could even be someone who says they never hear from their current advisor. In truth, it doesn’t matter who it is. I’d be happy to help anyone you recommend.

In the meantime, thank you for the continued trust you place in me. Working with people like you is what makes my job rewarding, so let me know if there is ever anything I can do for you.


David M. Gallagher

Wealth Manager