Tony Gagliardo
I help individuals and families navigate life insurance, annuities, and retirement planning with a straightforward, no-pressure approach. My goal is to make the options easy to understand so you can make an informed decision about what works best for you and your family.
Discovery Meeting
A brief, no-pressure conversation to discuss what you're looking to accomplish, answer your initial questions, and determine what options may be worth exploring. No preparation is necessary.
Planning & Application Meeting
A longer follow-up meeting to review recommendations, answer questions, and, when you're ready, complete your insurance or annuity application.
If a spouse, partner, or beneficiary will be involved in the decision, I encourage them to join us so we can answer everyone's questions together.