Joshua Gallogly (CFP®, EA)
Joshua Gallogly focuses in the
following client markets or areas of practice:
- Fixed Fee (Subscription, Retainer, etc.)
- Hourly
- Investment Advice without Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Tax Planning
- Fixed Fee (Subscription, Retainer, etc.)
- Hourly
- Investment Advice without Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Tax Planning
Planning Specialties
Driven by a commitment to helping individuals and families achieve their financial goals, Josh Gallogly, CFP®, EA delivers personalized, hourly financial planning services, designed specifically to meet the diverse needs of each client. With more than a decade of experience as a Registered Nurse (RN), Josh gained invaluable insight into the human condition and developed strong skills in clear, compassionate communication. These qualities, combined with his professional background in financial planning, allow him to offer clients well-rounded, empathetic guidance. As a CERTIFIED FINANCIAL PLANNER® professional and enrolled agent (EA) of the IRS, Josh prioritizes his clients' best interests at all times. His areas of expertise include: • Flat Fee Financial Planning Services: A tailored, detailed review that can cover tax planning, portfolio analysis, retirement strategies, insurance review, cash flow management, estate planning, and investment recommendations. • Retirement Income Plan Review: A specialized service for those nearing or enjoying retirement, designed to help you understand your spending capacity, adapt to shifting economic environments, and create tax-efficient distribution plans. • Hourly Financial Advising Services: Customized follow-up support for returning clients, offering regular financial check-ins and personalized advice as life and financial needs evolve. By combining his financial expertise with a compassionate and personalized approach, Josh equips his clients with the knowledge and confidence they need to make smart financial decisions and enjoy a secure retirement. For more information on Josh’s flat fee and hourly financial planning services, please visit his website at milestonesfin.com (or by clicking on the Milestones Financial logo, above).Additional Information
Josh Gallogly, CFP®, EA serves clients age 50+ who like maintaining full control over their money and offers professional advice on things like reducing their tax bill, investing smarter, and creating retirement income. Josh and his wife, Meridith, and daughter, Claire, live in Grandview Heights, Ohio. They enjoy planning meals out together as a family and helping Claire learn about the world. In his spare time, Josh enjoys working on home improvement projects, listening to music, and being active outdoors.NAPFA Start Date
December 13, 2021
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no assurance that you will experience a certain level of results or satisfaction if you
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