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Brett Gallagher Location
Boise, ID, US
Brett Gallagher Work
President @ Royal Truth Financial (August 2014 - Present)
Financial Advisor @ (June 2014 - Present)
Managing Director @ (June 2011 - June 2014)
Pilot @ USAF RETIRED (May 1992 - December 2014)
Financial Services Representative @ (January 2007 - May 2011)
Brett Gallagher Education
The American College of Financial Services
CLF® (Chartered Leadership Fellow)
2012-2013
Central Michigan University
MSA (Human Resource Management)
1993-1996
United States Air Force Academy 1988-1992
Brett Gallagher Skills
Executive bonus plans
Defined benefit plan
401(k), 403(b), SEP & SIMPLE IRAs
Annuities - variable
Annuities - fixed
Estate planning strategies
Life Insurance - Variable
life insurance (term, universal, indexed universal, whole)
Retirement Planning
retirement income
retirement plans
wealth accumulation strategies
Financial Services
Buy-sell Agreements
Buy-Sell Review
Charitable Giving
Deferred Compensation Plans
Disability Income Insurance
Executive Benefit Strategies
Financial Needs Analysis
Income Protection
Informal Business Valuation
IRAs (Traditional & Roth)
Key Person Insurance
Long-Term Care Insurance
Mutual Funds
Pension Plans
Series 6
Series 7
Series 63
Series 65
Split Dollar Plans
Supplemental Retirement Income
Survivor Income
Tax-Deferred Savings
401k
403 b
SEP IRA
Simple IRA
Annuities (Variable & Fixed)
Asset Allocation
Business Continuation Strategies
Business Overhead Expense
College Funding Strategies
Dental Insurance
Estate Planning
Term Life Insurance
Universal Life Insurance
Wellness Programs
Wealth Accumulation
Whole Life Insurance
Fixed Annuities
Iras Traditional and Roth
Annuities Variable and Fixed
Variable Annuities
Buy Sell Review
Buy Sell Agreements
Long Term Care Insurance
Tax Deferred Savings
Annuities
IRAs
Brett Gallagher Summary
Brett Gallagher, based in Boise, ID, US, is currently a President at Royal Truth Financial. Brett Gallagher brings experience from previous roles at Principal Financial Group, USAF RETIRED and New York Life Insurance Company. Brett Gallagher holds a 2012 - 2013 CLF® (Chartered Leadership Fellow) @ The American College of Financial Services. With a robust skill set that includes Executive bonus plans, Defined benefit plan, 401(k), 403(b), SEP & SIMPLE IRAs, Annuities - variable, Annuities - fixed and more. Brett Gallagher has 3 emails and 2 mobile phone numbers on RocketReach.
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