The Most Important Service Financial Professionals Can Offer Clients Is Helping Them Educate Their Children About Money!

According to a recent study, 61% of affluent parents with financially-dependent adult children rated “advice to help children become more financially savvy” as their top priority.  And 52% of adults planning retirement share this concern as well.¹

Eileen and Jon Gallo have spent more than 20 years helping financial professionals and their clients navigate the complex issues of family wealth. 

Through their books, seminars and media appearances, the Gallos provide tools to help affluent parents raise financially intelligent children.

¹ The New Retirement Mindscape, Ameriprise Financial in conjunction with Harris Interactive, Inc.January 2006