With financial clouds making the headlines on a daily basis, many are questioning the direction that the U.S. economy is headed in and whether we have the collective political will to address tough economic issues. Despite this, the fundamentals of what makes America new, better, and different have never been more clearly visible. We are the only nation with a host of freedoms enshrined in our Constitution, including those of religion, free speech, assembly, and the press. This underlying belief in freedom has given our citizens the unique opportunity to pursue whatever career path they choose, with a world-class educational system to guide them. Our system of free enterprise and protection of inventions through patents has created technological innovation far beyond what we imagined was possible just a few generations ago. Like many Americans, I was sad to hear of the passing of Steve Jobs recently. Growing Apple Computers from his parents’ garage, he exemplified the entrepreneurial “can-do” spirit that makes the nation a free enterprise role model to emergent democracies.
Compassion is at the backbone of American freedom and individualism, and our citizens contribute 70 percent of the global aid given to missionaries and to poverty-stricken areas in developing countries. Our nation aims to safeguard its freedoms at home and works tirelessly to promote and protect democratic ideals around the globe. This compassion and dedication to liberty has its roots in the words of the founding fathers: “[all men] are endowed by their Creator with certain unalienable Rights, [and] among these are Life, Liberty, and the pursuit of Happiness.”
Not coincidentally, financial planning involves freedom as a defining concept as well. At the Gallagher Group, we strive to meet investment and retirement goals that are free of tax liabilities, market volatility worries, expensive probate, and lawsuits. By providing clients with the tools they need to make wise investment choices, we allow them to retire worry-free, with a stable income throughout their remaining years. We also provide strategies for efficiently transferring wealth to loved ones, enabling a legacy of quality education and continued financial freedom down through the generations. Naturally, sound financial planning is a prerequisite to freedom from worry in retirement. The Gallagher Group website recently featured the following Tip of the Day: “There is no such thing as a free lunch and there are no exceptions.”
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