Driven by a passion for helping people improve their lives, Josh Gallogly, CFP®, EA offers personalized, fee-only financial planning services designed to meet the unique needs of each client.

Previously, Josh worked as a Registered Nurse (RN) for over a decade, gaining invaluable insights into the human experience and the importance of clear, compassionate communication. This experience, combined with his formal education and experience in financial planning, equips Josh to be able to provide comprehensive and empathetic guidance.

As a CERTIFIED FINANCIAL PLANNER® professional and enrolled agent (EA) of the IRS, Josh is committed to always acting in the best interests of his clients. He specializes in:

• Flat Fee Financial Planning Services: An in-depth review tailored to your individual needs, which can include tax planning, portfolio analysis, cash flow planning, insurance review, estate planning, retirement planning, and investment recommendations.

• Retirement Income Plan Review: A focused analysis for those approaching or in retirement, helping you understand spending capacity, adjust for changing economic conditions, and develop tax-efficient distribution plans.

• Hourly Financial Advising Services: Follow-up support for returning clients seeking personalized advice and regular financial check-ins.

By leveraging his expertise and compassionate approach, Josh empowers his clients to make informed financial decisions and build a secure future.

For more information on Josh’s fee-only, hourly financial planning services, please visit his website at milestonesfin.com