Newsflash: We’re proud to announce that Simon & Schuster, the world’s second largest publisher, now offers The Secrets of Successful Financial Planning! Click here to visit S&S, click here to buy a signed copy, or visit your favorite bookseller.
Dan is retired from his practice, “Dan Gallagher, MBA, CLU, ChFC, CFP®, CBI®”. So, The Secrets of Successful Financial Planning (SSFP) contains zero bias, neither toward fee based service / money management nor commissioned products (no longer licensed).
Try a 3-minute video about one “poorly-known” and one “secret:”
Buy Dan’s work at any physical or online bookstore!click here to experience these & other Adventures & nonfiction. Get digital reads or paperbacks!
Click here for four professional reviews.
Please help friends & loved ones who might need SSFP by informing them about it or sharing a link or social media post – that really can help others, not just this project! More on this book:
SSFP covers all areas of personal financial planning, and includes genuine secrets and poorly known issues essential in helping consumers and professionals avoid mistakes. Please continue reading to learn more; page all the way down to buy.
Almost 20% of the book is devoted to thirty real life emotional narratives illuminating crucial topics through tragedy and triumph: No other financial planning book has ever come close to this. SSFP covers Real Estate, legal, tax and other planning issues about which most financial planners are not fully versed and which most financial planning books leave out.
The subtitle is “Inside Tips from an Expert” because of Dan Gallagher’s broad experience. SSFP contains at least eight actual secrets kept from the public (at least for a time or made difficult to discover) by firms, pension plans and even regulators! It also has twenty “poorly knowns” that even most professionals do not fully understand or incorporate into their planning. The author’s experience (see below) includes thirty years as a financial planning professional providing genuinely expert counsel to personal and business clients. In addition, Dan has experience in business valuation & brokerage, employee benefit planning, commercial realty, and corporate recruiting.
SSFP is fully indexed, illustrated, and written in clear English!
Click SSFP – EXCERPTS for a pdf file with numerous excerpts (note: galley copies like this pdf have errors not found in the final).
SSFP’s word count is 94,000, around 20,000 more than most financial planning books (deep dive, yet taut).
Think of someone you love or care about. SSFP would be a gift that proves you care! Get your copy, or copies for loved-ones now:
click here to experience these & other Adventures & nonfiction. Get digital reads or paperbacks!
Buy Dan’s work at any physical or online bookstore!
Buy Now! Get Best Seller, Ancient Of Genes: Click here to buy the Ancient of Genes at Amazon. Click here for All Other Online Stores!
Also available in perfect-bound softcover from all booksellers, including Independent BookStores and iTunes.
Click here for the SSFP Reader blog
About The Author
Overview:
Dan retired from financial services effective January 2018 to work professionally as a writer. 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 thirty-year financial practice encompassed group and individual benefits, money management, financial plans, business valuation & brokerage, commercial realty and – often very personal – counseling. He now writes fiction and nonfiction. Dan is registered as an “expert witness” with The Expert Institute, New York.
Chronology:
Dan graduated from Virginia Military Institute (1981), third among Economics majors, simultaneously completing the Modern Languages curriculum. He served in the Infantry, then as a reservist in a Special Forces support role, next as a Training Company Commander and later in a classified Army Research Institute role. Dan completed his Master of Business Administration at William & Mary (1986). He and wife Laura married in 1988, loved raising their four children, and assisted both Boy and Girl Scouting through their church through 2010.
Dan has given numerous seminars at major employers and other entities including Delta Environmental Consultants (now Antea Group), Anheuser-Busch, Norfolk Naval Shipyard, Canon USA and small businesses. Charlotte Magazine selected Dan as a ‘2009 Five-star Wealth Manager.’ Dan was a panelist and guest speaker at the Charlotte Chamber of Commerce’s 2007 ‘Business Disposition Workshop.’
Dan is the author of a novel, a licensing manual, and numerous articles in journals such as Virginia Lawyers Weekly, Financial & Estate Planning, The Daily Press and The Virginia Gazette. Articles by and about Dan have also been published in the Charlotte Business Journal and Charlotte Ventures. His fiction and narrative nonfiction have been published by Skyhorse Publishing, Superversive Press, Millhaven Press, Creative Loafing, NFAA Archery (a humor short story), Tuscany Bay Publishing, and StoriesAmazing.