Because Dan is retired, The Secrets of Successful Financial Planning (SSFP) is not a marketing tool for client acquisition. It contains zero bias, neither toward fee based service / money management nor commissioned products. SSFP covers all areas of personal financial planning, and includes at least eight actual secrets made difficult for the public to access by firms, pension plans and even regulators, plus twenty “poorly knowns”! SSFP covers budget, Real Estate and Estate Planning issues about which most financial planners are not fully versed and which most financial planning books leave out.

Almost 20% of the book is devoted to thirty real life, emotional narratives of real client tragedy and triumph.

The subtitle is “Inside Tips from an Expert” because of Dan Gallagher’s broad experience:
* Very personal counseling, business valuation & brokerage, employee benefit planning, commercial realty, and corporate recruiting
* During his practice, Dan’s professional designations included:  Chartered Financial Consultant & Chartered Life Underwriter (1989), Certified Financial Planner® (1992) and Certified Business Intermediary (2002)
* Dan’s MBA is from the College of William & Mary and his Economics BA is from Virginia Military Institute.

Try a 3-minute video about one “poorly-known” and one “secret”: