Check the background of this financial professional on FINRA's BrokerCheck skip navigation Menu South Florida Wealth Management, LLC Flipbooks Among the lessons of the recent financial crisis is the need for virtually everyone - young and old - to acquire a basic knowledge of finance and economics. - Ben Bernanke, Former Chairman of the Federal Reserve These magazine-style flipbooks provide helpful information on a variety of financial topics and illustrate key financial concepts. Select one of the flipbooks below and click the image to view it. Financial Management Insight: Strategies to Help Build Your Future The decisions you make about money form the basis for your financial future and can help you pursue your goals. Understanding Social Security and Medicare: America’s Retirement Safety Net Social Security and Medicare rules can be complex. To help maximize benefits, it pays to understand your options. Higher Education: College Saving and Funding Strategies College is an investment in your child’s future. It requires a savings commitment and knowledge of funding methods. Investing Basics: Embark on Your Wealth-Building Journey Weighing the risks and rewards of various investment options can help you develop a sound investment strategy. Contact Us 701 Us Highway 1 Ste 404 North Palm Beach, FL 33408-4514 Phone: 561-840-8440 Fax: 561-840-8024 E-mail address: e.gallagher@taiadvisor.com Securities Offered Through Triad Advisors,LLC. Member FINRA & SIPC. Advisory services offered through South Florida Wealth Management, LLC. South Florida Wealth Management, LLC and Triad Advisors are not affiliated. Site Map Check the background of this financial professional on FINRA's BrokerCheck